Affiliated scale Leverage their affiliation with Moss Adams to position comprehensive wealth services as an extension of the firm’s client advisory capabilities, offering bundled financial planning, investment management, and insurance solutions to existing Moss Adams clients and their business owners.

Family and business value Target high net worth business owners, executives, and families connected to local communities who seek personalized, independent financial guidance and integrated capital management, presenting ongoing advisory relationships and succession planning opportunities.

Mid market focus Coordinate with firms in the Moss Adams network to propose scalable wealth management services tailored to mid-sized businesses, including employee benefit strategies, executive compensation planning, and owner liquidity events.

Growth potential With a revenue range of 10 to 25 million and 11–50 employees, there is room to upsell additional services such as advanced investment solutions, risk management, tax-coordinated planning, and financial planning for growth-stage clients.

Local integration Emphasize a local-focused, personalized approach to attract clients who value community ties and face-to-face advisory, and propose partnerships with the broader Moss Adams footprint to deliver comprehensive, cross-disciplinary financial services.