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Moss Adams Wealth Advisors LLC Named One of the Best Managed Advisory Firms
Seattle, WA (April 9, 2007)—Moss Adams Wealth Advisors LLC (formerly Financial Security Group) has been named one of the country’s best managed advisory firms for the second year in a row by Schwab Institutional.
Schwab Institutional selected their list from over 1,000 participating firms. “We are honored to be named one of the best managed firms,” stated Mark Jaeger, Managing Partner. “We have a unique combination of technical expertise, human sensitivity, and strong business management that provides an outstanding environment for clients as well as our advisors.”
Moss Adams Wealth Advisors takes a holistic approach to client relationships and provides services such as personal financial planning, investment management and consulting, and risk management and insurance.
Moss Adams Wealth Advisors LLC is a division of Moss Adams LLP’s Wealth Services. Moss Adams LLP is the 12th largest certified public accounting and consulting firm in the U.S., and the largest firm headquartered in the West. The Firm provides business assurance, tax, financial, and consulting services to public and private companies, and governmental/not-for-profit organizations.
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Moss Adams LLP is the 11th largest accounting and consulting firm in the United States and the largest firm headquartered in the West. Moss Adams LLP has two affiliated companies, over 250 partners and 1,600 employees, and is focused on providing client service to public, private, and not-for-profit enterprises through specialized industry and service practice teams.