Moser Wealth Advisors
Moser Wealth Advisors is a wealth management firm based in Bellevue, Washington. We provide customized tax and investment advisory services designed to simplify, protect and enhance the financial affairs of businesses and individuals via our affiliated CPA and RIA firms: Moser & Company, CPAS and Moser Wealth Advisors, LLC.
The evolution of Moser Wealth Advisors began in the late 1980s with Scott Mosers work in numerous CPA firms located in and around Bellevue, Washington. In the early 1990s, Scott began to build a tax and financial planning model within a local CPA firm where Stephanie Salmon and Meg Pickle joined to support Scott's vision. In order to simplify the implementation of unique financial planning and retirement strategies for clients, Scott founded Century Capital, LLC in 1998 as a Registered Investment Advisor. The new RIA certification allowed the firm to provide turn-key financial planning services, leveraging existing knowledge of CPA firm clients to generate customized tax-efficient investment portfolios. The new model also allowed clients to off-load their investment concerns to a trusted advisor, with the added benefit of spending less time managing their own financial affairs. In 2006, Scott and his experienced team of finance professionals founded Moser Wealth Advisors at its current location. Since inception, the firm has maintained a sharp focus on delivering solid results through implementation of comprehensive tax planning and investment management strategies, all while maintaining the highest ethical standards.
Address: 2135 112th Avenue NE Suite 100, Bellevue, WA, 98004, USA
Phone: +1 425 818 9400
FAX: +1 425 818 9440
