Consulting Services

Wealth Services

When it comes to building and managing wealth, you need a knowledgeable guide.
With Moss Adams, you gain a level of insight that’s exceptional in the marketplace.



Getting where you are took hard work and sacrifice. Yet preserving and building on what you’ve earned—amid changing business needs, tax codes, estate laws, and family relationships—can be even more challenging. That’s what makes having a solid plan, and the right advisor to help craft it, so important.

Our specialized services can help businesses, business owners, individuals and families increase opportunities to enhance wealth—as well as reduce taxes and risk. We have a keen understanding of both the business and personal factors that shape your ability to build wealth. We integrate that knowledge to provide you with a wide-angle view of your financial landscape, helping you see new and better possibilities.

Drawing on multi-disciplinary talent and training, we guide you through critical issues in succession planning and ownership transition, tax, estate planning, business financial planning, personal financial planning, investment management, and other key areas.

The comprehensive service you receive reflects not just our technical expertise, but also our sensitivity to your unique requirements. We’ll look out for your interests—just as we’ve done for clients for close to a century.

Contact us to learn more about how our personalized services can benefit you, your family, and your business.