Chris Waetzig
Senior Wealth Advisor - Moss Adams Wealth Advisors @Moss Adams
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WORK HISTORY
Senior Wealth Advisor - Moss Adams Wealth Advisors @Moss Adams
Moss Adams and Baker Tilly combined in 2025.As an experienced financial professional, I specialize in guiding business owners through the intricate process of transitioning their businesses. My expertise encompasses comprehensive personal financial modeling, multi-generational estate planning, philanthropic goal setting, and strategic coordination with advisors on exit strategies. I believe that effective financial planning begins well in advance of a transition, allowing families to optimize their financial futures amid uncertainty.As both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™, I possess a deep understanding of the various strategies involved in business transitions. I recognize the importance of harmonizing both the quantitative and qualitative aspirations of each family. By aligning a client’s goals with their current and future personal balance sheet, I develop tailored wealth management strategies that integrate the liquid aspects of their investment portfolio with their business ownership, real estate, and other private investments.
EDUCATION
Gonzaga University
Masters of Accountancy
Gonzaga University
Bachelors of Business Administration
ABOUT CHRIS WAETZIG
Experienced professional preparing middle market business owners for the transition of their business through detailed personal financial modeling, pre-transition multi-generational estate planning, philanthropic goals, coordination with advisors on exit strategy, and implementation during and after a transaction.
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