Integrity is the centerpiece of our investment advisory practice. Our fee-only compensation structure avoids the potential impropriety that can accompany trading commissions or other hidden incentives. Our reporting process provides the transparency to ensure clients receive unbiased recommendations. Our advisors are Investment Advisor Representatives who are ethically and legally obligated to place the client’s interests first.
Our investment advisory team takes the time to understand your personal investment objectives before developing creative and customized solutions to meet your individual needs. Since income taxes are often a significant impediment to a successful investment strategy, we give special emphasis to tax efficiency when constructing portfolios; we refer to this as "asset location." We don’t waste time pretending to have a crystal ball. Instead, our practical approach focuses on managing events within our sphere of control, such as selecting low cost and low risk securities that we are confident will achieve your objectives.
At Moser Wealth Advisors, we are proud of our long-term relationships developed through our creative and personalized style of serving client needs -- and delivering solid returns. To make clients' lives easier, we remain easily accessible, tailor our service to individual preferences and often assume administrative tasks to help clients achieve success. As a result, clients feel we communicate well without providing unnecessary detail.
Moser Wealth Advisors
2135 112th Avenue NE Suite 100
Bellevue, WA, 98004
Tel: (425) 818-9400
Fax: (425) 818-9440
Email: Meg@MoserCPAs.com
Moser Wealth Advisors, LLC is a Securities and Exchange Commission registered investment adviser in Washington State. The adviser may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Information on this site is limited to the dissemination of general information on products and services and is not investment advice or the solicitation for the purchase or sale of any security, product or service.
