Scott Moser (CPA/PFS, MST)
Scott Moser focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Moser Wealth Advisors, LLC provides turn-key tax & investment advice to executives, privately owned business owners & those facing complex retirement planning decisions.
Additional Information
Our strategy focuses on low cost tax efficient portfolio construction that is customized for each client's goals. Once investment performance targets are identified, we select tax sensitive securities to be placed tactically in client accounts to minimize life-time tax burden and maximize after-tax cash flow.
NAPFA Start Date
December 23, 2009