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Moser Wealth Advisors
Moser Wealth Advisors began in 1998 as Scott Moser's Bellevue practice, offering portfolio management, financial planning, and tax preparation to individuals,...
Moser Wealth Advisors
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. The firm does not disclose a dedicated CIO or investment committee, suggesting portfolio construction relies on Beacon Pointe's centralized platform for asset allocation, manager selection, and due diligence. 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.
General information
Firm type
Bank / Wealth / Trust
Year founded
1998
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Bellevue
Corporate office
2135 112th Avenue NE, Suite 100, Bellevue, WA 98004, USA
Principals
Scott Moser
Partner, Managing Director
Bhavna Maheshwari
Tax Advisor
Stephanie Salmon
Senior Tax Advisor
Heide Burroughs
Associate Wealth Advisor
Meg Pickle
Operations Manager
Hannah Cousens
Office Manager
Brenda Guerrero
Staff Accountant
Kali Cousens
Staff Accountant
Frequently asked questions
Is Moser Wealth Advisors an independent firm?
No. Moser Wealth Advisors has joined Beacon Pointe Advisors, a national registered investment advisor. The Bellevue office retains the Moser brand and local team but operates on Beacon Pointe's platform, which provides centralized investment management, compliance, and back-office support. This structure means client portfolios are likely managed using Beacon Pointe's models rather than an in-house Moser investment committee.
Who runs investment decisions at Moser Wealth Advisors?
Scott Moser is the partner and managing director. The firm does not list a chief investment officer or internal investment committee. Since joining Beacon Pointe Advisors, day-to-day portfolio management likely follows Beacon Pointe's central asset-allocation and manager-selection process, with the Bellevue advisors focused on client relationships and tax integration.
Does Moser Wealth Advisors make direct investments or fund commitments?
No direct investments, private equity commitments, or venture allocations are disclosed. The firm's stated services are investment management, financial planning, and tax preparation for individuals and businesses, suggesting a focus on publicly traded securities and traditional advisory portfolios rather than private markets or alternatives.
What is the tax advisory integration at Moser?
Tax is core to the firm's identity. Scott Moser is a CPA with a Master of Science in Taxation, and the Bellevue office employs two additional CPA tax advisors. The firm explicitly markets the combination of investment management and tax planning, a structure designed to address estate, retirement, and business-owner tax situations within a single advisory relationship.
Where does Moser Wealth Advisors' client base come from?
The firm is deeply rooted in Bellevue, Washington, and serves the Pacific Northwest. Its stated clientele includes business owners, individuals, families, trusts, and pension plans. No specific wealth-tier minimums or typical client profiles are publicly disclosed.
How does the Beacon Pointe acquisition affect Moser's independence?
The acquisition moves Moser from a founder-owned, independently operated RIA to a local office of a national aggregator. Clients gain access to broader institutional resources but lose the direct autonomy and succession control associated with a standalone practice. Scott Moser remains as managing director, which preserves relationship continuity but embeds the firm within a larger corporate hierarchy.
Does Moser Wealth Advisors have a philanthropic or family office structure?
No. The firm does not disclose any private family office, philanthropic foundation, or multi-generational trust-company structure. Its services are delivered through the RIA channel, serving external clients rather than a single family's wealth.
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