Kathryn Haggitt Garrison, Senior Financial Advisor, Moss Adams met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s comprehensive wealth services.
Founded over 100 years ago, Moss Adams is one of the largest accounting firms on the West Coast. Outside of accounting and tax, Moss Adams offers a variety of estate, wealth and financial planning services. “Our clients have busy lives…We want to help them cut through all of the noise,” says Garrison on goals-based financial planning. Garrison also assists clients with incorporating philanthropy into their estate planning. “Charitable planning and donor-advised funds are a great way ensure that their legacy is met,” says Garrison.