Scott  Moser

Scott Moser

| CPA/PFS, MST

Moser Wealth Advisors

425-818-9400

Contact Me

Fee Only Financial Planner Located in Bellevue, WA and Serving Clients Nationwide

Specialties

  • Accounting
  • Bookkeeping services
  • Business sales/purchases
  • Choice of entity Divorce issues/planning
  • Estate/trust planning
  • Estate trust and gift tax
  • Fiduciary/trust tax
  • High net worth consulting
  • Investment & Financial planning
  • IRS Collections & audits
  • Litigation support
  • Offers in compromise
  • Pension plans/profit sharing
  • QuickBooks consulting
  • Real estate transactions
  • Retirement planning
  • Small business accounting
  • Tax Planning/consulting
  • Tax preparation - business
  • Tax preparation - individual

Website

Visit Us

2135 112th Avenue NE
Suite 100
Bellevue, WA 98004

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Scott Moser is a Bellevue, WA Fee-Only Financial Planner serving clients throughout the Puget Sound. Moser Wealth Advisors, LLC specializes in providing objective financial planning to help clients build, manage and protect their assets through life's transitions. Scott is a NAPFA-Registered Financial Advisor and a Certified Public Accountant with a Master degree in Taxation.

Scott Moser is the founder and CEO of Moser Wealth Advisors, LLC and Moser & Company Certified Public Accountants which serve as platforms for delivering sophisticated financial planning and tax services to high net worth individuals, families and business owners.  In order to help clients achieve superior results, Scott leverages deep industry expertise combined with a unique understanding of the complex interplay between wealth accumulation strategies and their potential tax implications across business, investment and estate planning concepts.   He also focuses on developing customized, turn-key family wealth solutions, allowing small business owners and executives to devote more time towards their highest priorities.

 

Scott's extensive financial background includes more than 30 years in public accounting and 16 years as an Investment Advisor Representative.  In addition for being well-known in the financial planning community as an author and instructor, Scott serves as a director for various local companies and non-profit organizations. He has also provided accounting, tax and investment testimony as an expert witness in arbitration and mediation settings.

When he's away from the office, Scott makes the most of his time in the great outdoors -- skiing, wakeboarding, golfing, mountain biking, boating, and coaching youth baseball in Kirkland Washington. He is an accomplished musician and Alumni of the Husky Marching Band Percussion Section.

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Moser Wealth Advisors is a regionally owned and operated wealth management firm providing sophisticated financial planning and tax services to high net worth individuals, families and business owners.  Our team leverages industry expertise combined with a unique understanding of the complex interplay between wealth accumulation strategies and their potential tax implications across business, investment and estate planning concepts.  As an integral part of its client service philosophy, Moser Wealth Advisors creates customized solutions that target their clients' varying financial objectives, and provides comprehensive wealth advisory services that seek to minimize risk and simplify financial affairs -  all while maintaining the highest ethical standards.

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