Moser Wealth Advisors

Overview

Moser Wealth Advisors began in 1998 as Scott Moser's Bellevue practice, offering portfolio management, financial planning, and tax preparation to individuals, trusts, businesses, and pensions. The firm is now a local office of Beacon Pointe Advisors, a national registered investment advisor consolidator. This transition means the Bellevue team operates with the back-office and investment-platform resources of a larger institution while retaining the Moser brand and deep regional ties. The team serves business owners, individuals, and families through investment management and tax planning, integrating CPA-based tax advisory with wealth management. Scott Moser holds CPA, MST, and PFS designations. The office includes two CPA tax advisors, an associate wealth advisor, and support staff. Geographic focus is the Pacific Northwest, with no disclosed allocation to private markets, direct deals, or fund commitments. Moser Wealth Advisors lists an eight-person team, with Scott Moser as the sole partner and managing director. The website emphasizes tax-aware wealth management for generational wealth and retirement planning. The exact date of the Beacon Pointe acquisition is not published on the Moser site, but the firm's pages now uniformly carry Beacon Pointe branding. There are no disclosed philanthropic vehicles, family-office structures, or club memberships associated with the firm. What distinguishes Moser from a standalone RIA is its absorption into the Beacon Pointe aggregator model. Scott Moser, the named operator since founding, now operates as a managing director within a multi-office national firm — a structure that blends local relationship management with institutionalized investment infrastructure, and one that raises succession and autonomy questions for clients used to a founder-led shop.