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 D V I S O R S

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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

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 L T 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 YourFINANCIAL FUTURE