Chief Executive Officer
Rebecca Pomering
Headquarters
999 Third Avenue, Suite 2800
Seattle, WA 98104
Phone: (206) 302-6717
Founded
1988
Ownership
We are an affiliate of Moss Adams LLP, the 11th largest accounting firm in the United States. Moss Adams LLP was founded in 1913 and is headquartered in Seattle, Washington.
Moss Adams LLP Web Site:
www.mossadams.com
Mission
We provide collaborative wealth strategies to help sophisticated investors build, manage, and preserve their net worth.
Services
For Individual and Families
For Businesses
For Business Owners
Clients
We work with high net worth individuals and families, businesses owners, and executives. We also advise business entities and corporations, individual pension and profit sharing plans, trusts and estates, not-for-profit charitable organizations, and tribal government enterprises.
Advisors
Our advisors reflect our company standards, and each is deeply committed to building and enhancing our clients’ wealth.
Read more about our team >
Recent Awards
Our advisors have been recognized, individually and collectively, for their expertise by a variety of external organizations*:
Top 100 Wealth Managers of 2011, AdvisorOne
Top Wealth Management Firms, 2011, San Diego Business Journal
Top 50 Women in Wealth, Rebecca Pomering, 2011- 2009, AdvisorOne
Five Star Wealth Manager, Lars Landrie, 2011- 2009
Five Star Wealth Manager, Erica Coogan, 2011-2007
*Third party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation or experience with the advisor. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor, and/or are part of a process in which not all advisors elect to participate. Criteria may include, but are not limited to: Nominations from the advisors themselves, readers, industry associations, clients, and other advisors; unverified portfolio returns; compensation structure; success in indentifying and achieving client goals; client retention rate; types of clients; and the advisor’s self-described business philosophy, professional longevity, and advisor-client relationships