Wealth Management Focus Moss Adams Wealth Advisors specializes in investment management, personal financial planning, and insurance strategies targeting high-net-worth individuals such as business owners, executives, and families. This indicates potential for cross-selling comprehensive financial services and tailored wealth solutions.

Local Market Presence Based in Seattle with a focus on local communities and clients, the company emphasizes personalized guidance and understanding client values. This local focus offers opportunities for targeted regional marketing and community-based engagement strategies.

Affiliated Resources As part of Moss Adams, one of the largest accounting and consulting firms in the US, the wealth advisory may have access to a broad client base requiring integrated accounting, consulting, and financial planning services, opening avenues for cross-service sales.

Business Clientele In addition to individual wealth management, Moss Adams Wealth Advisors also assists organizations with capital management, presenting sales opportunities in corporate financial planning and organizational investment services.

Growth Potential With revenue between 10 and 25 million dollars and a relatively small team of 11-50 employees, the firm may be interested in expanding its client base or service offerings, signaling opportunities for outreach to new high-growth segments or underserved client niches.