Photo of Chris Waetzig
Chris Waetzig
Principal
CFP®, CPA
chris.waetzig@mossadams.com
(503) 471-1281
My Profile

Industry Expertise

Private Clients

Practice Focus

Financial Planning Succession Planning

Biography

Chris prepares business owners and their families for the transition of their business through a detailed planning process that includes personal financial modeling, deal evaluation, legacy and wealth transfer strategies, and philanthropic planning.

Chris serves as the personal liaison for the family—leading coordination with other advisors, execution, and implementation throughout and following the transaction process.

Chris understands the nuances of the various approaches to a business transition and how it’s critical to align both the quantitative and qualitative goals of each family.

Through aligning a client’s goals with their existing and future personal balance sheet, Chris creates customized wealth management strategies and aligns the liquid portion of a client’s investment strategy with their business ownership, real estate, and other private investments.

Professional Affiliations

  • Member, Oregon Society of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants

Education

  • BBA, accounting, Gonzaga University
  • MAcc, financial accounting and reporting, Gonzaga University

Insights from Chris Waetzig

Article
How a Wealth Advisor Helps with Investment Strategy When Selling a Business
Learn how comprehensive wealth management can help when selling a business and how to implement a long-term investment strategy.
Article
Article
How to Evaluate the Personal Aspects of a Potential Business Transaction
Establish your objectives, both personally and professionally, to help line up a successful business transaction.
Article
Article
A Transaction Preparedness Evaluation Could Help Protect Your Financial Future
Learn how a transaction preparedness evaluation could save time, resources, and money—and add value before selling.
Article

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.