Speakers

 

Chris Waetzig, CFP®, CPA
Partner
Moss Adams Wealth Advisors

Chris Waetzig is a partner at Moss Adams and Head of Advisory for Moss Adams Wealth Advisors, a wholly owned RIA subsidiary. Chris’ work with clients primarily centers around preparing business owners and their families for the transition of their business through a detailed planning process that includes personal financial modeling, deal evaluation, legacy and wealth transfer strategies, and philanthropic planning. Chris serves as a key consultant for the family—leading coordination with other advisors, execution, and implementation throughout and following the transaction process. Through aligning a client’s goals with their existing and future personal balance sheet, Chris creates customized wealth management strategies and aligns the liquid portion of a client’s investment strategy with their business ownership, real estate, and other private investments.