Rooted in Texas · Built for Generations

Wealth management and financial planning services

Boutique Wealth Management and Retirement Strategies Rooted in Texas. Built for Generations

Your Wealth. Your Legacy. Your Purpose.

Start the Conversation Meet Craig

CRAIG T. MOORE, CRPC^™

Meet Our Founder

Lead Wealth Advisor

Craig T. Moore, CRPC^™

Craig T. Moore is the Founder, Owner and Lead Wealth Manager of CTM Wealth Management and Retirement Solutions, LLC.

As a Chartered Retirement Planning Counselor (CRPC^™), and with over 25 years in the financial planning industry, Craig brings specialized expertise in retirement income planning, wealth accumulation strategies, estate and legacy planning to every client relationship he serves.

Craig’s CRPC^™ designation reflects his deep technical proficiency in retirement planning and his commitment to professional excellence. As a fiduciary, Craig operates under the highest legal and ethical standard in financial advisory services- placing his advisory clients’ interest above all else.

Learn More

Our Story

A dedicated partner, not a financial institution.

Every great financial journey begins with a clear sense of direction and a vision extending beyond the current moment. CTM Wealth Management & Retirement Solutions, LLC was founded on a belief that wealth, when managed with discipline and intention has the power to transform not only individual lives but entire family legacies and businesses.

We also recognize that clients are looking for something different- not another large financial institution offering cookie cutter strategies, but a dedicated wealth management partner who takes the time to understand their unique story and aspirations. That recognition became our foundation and continues to guide everything we do.

Our Core Values

Why you should work with CTM Wealth Management & Retirement Solutions, LLC

Discipline

We bring structure and rigor to every financial strategy we build

Stewardship

We treat your wealth with care and respect

Clarity

We make the complex simple and the uncertain navigable

Integrity

We operate as fiduciaries-with our advisory clients- your interest always come first

Legacy

We plan not just for today but for the generations that follow

What Sets Us Apart

Our Three Pillars

Disciplined Financial Guidance

The foundation of CTM’s approach is discipline- the commitment to structured and methodical financial planning. We believe that lasting wealth is not built on speculation but on carefully constructed strategies, proactive planning and the resolve to stay the course through all market conditions. We also aim to ensure that every recommendation is transparent and precisely aligned with your objectives

Multigenerational Wealth Stewardship

We understand the true measure of financial well-being extends beyond a single lifetime. This philosophy reflects our commitment to helping families preserve, grow and thoughtfully transfer their financial legacy across generations. At CTM we do not simply manage wealth, we help families steward it with lasting intentionality.

Fiduciary First Investing

CTM’s Fiduciary First investing philosophy is the foundational principle that clients deserve- and should demand- a legally and ethically bound fiduciary advisor who puts their advisory client’s financial interest above all else. It shifts the narrative from why you invest to who is guiding your investments.

Who We Serve

CTM Wealth Management & Retirement Solutions, LLC proudly serves a distinguished and diverse clientele, including:

Individuals and Multigenerational Familiesseeking holistic wealth planning services
Pre Retirees and Retireesfocused on retirement income and financial well-being
Business Ownersfocused on executive wealth management strategies and 401(k) planning for their team members

Our Services

Our comprehensive wealth management and pre-retirement and retirement planning services include:

1Wealth Management and Portfolio Development and Stewardship
2Retirement Planning & Strategies
3Estate and Legacy Planning
4Business Owner Financial Planning Strategies
5Education Planning

Our comprehensive wealth management and retirement planning services include working in concert with your tax planning professionals and your estate planning attorneys.

Collaboration

Collaborating For Your Complete Financial Picture

At the heart of our wealth management approach is the belief that truly comprehensive financial planning requires a team of professionals working in concert on your behalf.

We actively partner with your trusted network of estate attorneys and tax professionals who will work alongside us in the development of your financial plan.

This collaborative approach seeks to ensure that every dimension of your financial life — from investment strategy and wealth preservation to estate structuring and tax efficiency — is carefully considered, professionally coordinated, and seamlessly integrated into a single, cohesive plan built around your goals.

Rather than working in isolation, coordination with your tax professionals and your estate attorneys mean that legal, and tax expertise are brought together at the planning table.

Contact

Start the conversation

A boutique relationship begins with a single conversation. Reach out and Craig will personally follow up.

Office

Location

Leander, Texas

Email

Direct

craig@ctmwmrs.com

Phone

CTM Business Line

737-412-1275

Name *

Email *

Phone *

Message *

0 / 500

Submissions are delivered privately to Craig. We will respond to your inquiry by phone or email — and by SMS only if you have checked the consent box above. This form is for one-way communication and does not constitute a client relationship or an offer of services.

Wealth management and financial planning services

Craig T. Moore, CRPC^™

A dedicated partner, not a financial institution.