As a sophisticated investor with significant assets, you need a unique strategy to build, manage, and preserve your wealth. You need an advisor who can balance the art and science of investment management through economic ups and downs and commit fully to focusing on your personal financial success.
When you select Moss Adams Wealth Advisors LLC for investment and financial planning expertise, you gain a measure of service and transparency that’s exceptional in the marketplace.
The Registered Investment Advisors at Moss Adams Wealth Advisors adhere to a fiduciary standard of care in advising clients. We follow strict rules in disclosure and due care as mandated by the U.S. Securities and Exchange Commission. Our fees are based on a percentage of assets under management; we do not sell investment products or earn commissions from investment transactions. That means you can trust that our advice and recommendations will be independent, objective, and firmly rooted in achieving your goals—not ours.
To customize your investment strategy, we draw on sharp insight and a systematic approach to:
Develop an asset allocation model reflecting your investment objectives, cash flow requirements, tax status, risk tolerance, and time horizon
Establish the appropriate mix of asset classes within the model for diversification
Implement your investment in each asset class, using talented, cost-effective managers that have been selected through a meticulous screening process
Monitor economic conditions and identify additional tax savings opportunities, such as location optimization and tax loss harvesting, to further enhance your wealth
Because good investment management is based on trust and collaboration as much as financial theory, we interface with other advisors you may work with, including tax, business, and estate planning professionals, to ensure our combined activities support your long-term goals.
Preserving and Growing Your Wealth
Read about our investment management philosophy and holistic, long-term approach to helping you preserve and grow your wealth!