1. Investment advisory services offered through
Moss Adams Wealth Advisors LLC. Securities and
insurance offered through Moss Adams Securities
& Insurance LLC, member, FINRA and SIPC.
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ABOUT MOSS ADAMS
Moss Adams is an Equal Opportunity Employer
W E A LT H A D V I S O R S
W E A LT H A DV I S O R S
MAWA_0001_1205
The Moss Adams group of companies provides valuable
insight and expertise integral to your success.
Moss Adams Wealth Advisors LLC provides investment
management, personal financial planning, and insurance
strategies to help you build and preserve your wealth.
WWW.MOSSADAMSWEALTHADVISORS.COM
Moss Adams LLP is a leader in assurance, tax, consulting,
risk management, transaction, and wealth services.
WWW.MOSSADAMS.COM
Moss Adams Capital LLC offers strategic advisory and
investment banking services, helping you create greater
value in your business.
WWW.MOSSADAMSCAPITAL.COM
Discover how we make a difference.
Growing your money. Making the right
moves in times of personal or business
transition. Ensuring you’ve provided
for the future of those close to you. No
matter where you are in the journey
toward financial independence, doesn’t
it make sense to have a trusted advisor
who can help you every step of the way?
WEALTH MANAGEMENT
FOR YOUR LIFE

2. There are any number of firms you can hire to oversee your
investments. But what if you want more than just a money
manager? Many people want someone with whom they can
develop a relationship—someone they can rely on to know
every aspect of their personal financial situation. Better
yet, someone who anticipates their needs and proactively
addresses them.
That’s what truly building and managing wealth is all
about. And it’s why thoughtful individuals and families have
turned to Moss Adams Wealth Advisors LLC for more than
20 years.
Managing your portfolio is an important part of what we
do. But it’s just one part. We also work closely with you to
understand your objectives and create a cohesive, big-
picture financial plan. Beyond overseeing your investments
in accordance with your risk
tolerance, we customize a plan
that evolves as your goals
do—from launching a
new business venture to
providing for a child’s
college education to
helping you ensure a
comfortable retirement.
We recognize that
growing your wealth is a
highly personal process.
It’s why we devote so much attention to you and your
needs. And it’s why even though we provide you with the
comprehensive services and expertise you’d expect from a
firm of our size, you receive the kind of tailored guidance
and care usually associated with a smaller, boutique firm.
The Power of Two
When you need help managing the diverse components
of your business and personal wealth—such as tax and
business planning, investments, estate strategies, insurance,
and more—we can provide you with in-house expertise,
giving you seamless access to the resources and insight of
Moss Adams LLP, one of the largest accounting and business
consulting firms in the nation.
Moss Adams has worked with thousands of closely held
businesses and their owners, guiding them through
ownership transition, management succession, business
financial planning, estate planning and compliance, tax
reduction strategies, and more. We understand that when
you’ve worked hard all your life, you want to reap the
rewards of that effort and ensure
your wealth and business legacy.
We help you make that happen.
An Objective Voice
Your relationship with your advisor
boils down to one important word: trust.
It’s crucial to know that the people who are helping you
safeguard your wealth aren’t trying to sell you their
own company’s products or executing transactions in
your account for the purpose of generating income for
themselves.
Moss Adams Wealth Advisors is a Registered Investment
Advisor, which means we adhere to a fiduciary standard
of care in providing you with independent, objective
recommendations. The advice you’ll get is firmly rooted in
achieving your goals.
Customized Wealth Solutions
Your situation is unique, and the advice you receive should
reflect that. Whatever your goals—philanthropy, travel,
retirement, or starting another business endeavor—we can
provide clear, attentive, customized guidance at every stage
of your life.
Whether it’s helping you manage transitions that impact
your wealth—such as a business purchase or sale, marriage
or divorce, or a change of jobs—or building a strategy
tailored to your long-term goals, we devote the talents of
our full team to serving your needs.
Let us focus on your financial security. So you can focus on
your life.
FOCUSED
ON YOUR GOALS
No matter what happens on Wall Street, you’ll benefit
from personal guidance and advice focused on your
long-term objectives:
• Personal financial planning. We work with you to develop
a comprehensive plan to build your wealth, aligning
strategies to help you achieve your personal goals.
• Investment management. We balance risk at a level that’s
comfortable for you while still keeping you on track to reach
your goals.
• Insurance management and consulting. We evaluate
and manage your insurance needs to help you preserve
wealth and secure income replacement, retirement
income, disability, long-term care, and funding for potential
business endeavors.
I N D I V I D U A L S with significant wealth need
sophisticated guidance. We help you coordinate your
financial strategies, including personal and family tax,
investment, insurance, and philanthropic goals, all in the
context of your personal financial plan and what you want
your wealth to achieve in the world.
B U S I N E S S O W N E R S must factor their
company into their overall financial plan and investment
strategy—after all, a business represents a significant
portion of personal wealth. We align and integrate wealth
management strategies for you and your business,
working with your CPA and other advisors on business
growth and transition issues to help you along the path to
financial independence.
W E A LT H M A N A G E M E N T
F O R Y O U R L I F E
M O S S A D A M S W E A L T H A D V I S O R S
Guiding Your
FINANCIAL FUTURE