SEATTLE — March 23, 2026
Executive Summary
Moss Adams Wealth Advisors (MAWA) has formally transitioned to an independent firm and rebranded as Threadline Wealth, marking a structural shift following the broader merger of Moss Adams with Baker Tilly in June 2025. The newly established entity will operate as an independent registered investment advisory (RIA) firm while maintaining a professional relationship with Baker Tilly.
The transition positions Threadline Wealth to operate with increased autonomy while continuing to deliver coordinated wealth management services that integrate investment strategy, tax planning, and business advisory considerations. The firm will retain its existing leadership, advisory teams, and client relationships, while receiving strategic investment support from Cynosure to expand its platform, talent base, and service capabilities.
The launch reflects a continuation of the team’s long-standing approach to integrated financial planning, built over more than two decades of experience advising business owners, executives, and high-net-worth families.
Announcement Overview
Moss Adams Wealth Advisors has announced its transition to a newly independent firm under the name Threadline Wealth, establishing itself as a standalone RIA platform designed to deliver coordinated financial advisory services.
The transition follows the June 2025 merger between Moss Adams and Baker Tilly, after which the wealth advisory division has been repositioned as an independent entity. While operating independently, Threadline Wealth will maintain a professional relationship with Baker Tilly, reflecting continuity across advisory networks.
The firm will continue serving its existing client base while expanding its operational and advisory capabilities. The new structure is intended to support broader collaboration across the accounting profession and enable the firm to operate as a regional boutique wealth management platform.
Key Announcement Details
- Announcement Type: Firm transition, rebranding, and launch as an independent registered investment advisory (RIA) firm
- New Firm Name: Threadline Wealth
- Former Name: Moss Adams Wealth Advisors (MAWA)
- Announcement Location (Dateline): Seattle, Washington, United States
- Ownership Structure: Majority led by management
- Firm Status Post-Transition: Fully independent registered investment advisory (RIA) firm
- Origin of Transition: Moss Adams merger with Baker Tilly (June 2025)
- Nature of Separation: Transition of wealth advisory business into an independent entity
- Post-Transition Relationship: Continued positive, professional relationship with Baker Tilly rooted in mutual respect
- Strategic Objective of Transition: Enable independence, collaboration across the accounting profession, and expansion as a regional boutique wealth management firm
- Core Advisory Model: Coordinated wealth management integrating wealth managers, CPAs, and trusted advisors
- Professional Composition: Team includes professionals with CPA credentials and deep tax expertise
- Primary Advisory Approach: Alignment of investment strategy, tax planning, and long-term financial goals
- Client Experience Focus: Clarity, coordination, and alignment across wealth, tax, and business considerations
- Decision-Making Framework: Bringing together family members, business stakeholders, and professional advisors
- Client Outcome Objective: Support informed, confident financial decisions with continuity
- Years of Experience: More than 25 years at the intersection of wealth management and accounting
- Historical Client Focus: Owners, executives, and families navigating complex financial decisions
- Service Philosophy: Integrated planning and investment solutions aligned with long-term goals, purpose, and legacy
- Strategic Investment Partner: Cynosure
- Nature of Investment: Long-term growth investment
- Purpose of Investment:
- Platform development
- Talent investment
- Technology investment
- Expansion of service depth
- Operational Impact of Investment: Increased flexibility and resources for scaling the business
- Leadership Continuity: Existing leadership team retained post-transition
- Client Continuity: Existing client relationships preserved
- Advisory Team Continuity: Existing advisory professionals retained
- Talent Development Model: Apprenticeship-driven approach
- Talent Strategy Focus:
- Technical expertise development
- Collaboration
- Long-term career growth
- Recruitment Objective: Attract next-generation advisors
- Retention Outcome: Retain experienced professionals
- Operating Model: Team-based advisory structure
- Service Delivery Structure: Coordinated, client-first advisory environment
- Growth Strategy: Build a consciously scaled regional boutique wealth management firm
- Future Investment Areas:
- Enhanced planning capabilities
- Technology platforms
- Specialized advisory services
- Client Experience Objective: Preserve personalized, relationship-driven advisory experience
- Industry Positioning: Independent wealth management firm collaborating across the accounting profession
- Infrastructure Focus: Coordinated advisory platform integrating tax, investment, and financial planning
- Executive Leadership Statement (Justin Fisher):
- Emphasis on evolving client needs, goals, and expectations
- Focus on increasing complexity of client financial situations
- Objective to invest in people and platform
- Goal to deliver greater coordination across financial lives
- Client Value Proposition Statement:
- Clients seek clarity rather than additional opinions
- Objective to align stakeholders in financial decision-making
- Focus on helping clients stay aligned with priorities
- Baker Tilly Statement (Eric Miles):
- Recognition of advisory team’s long-standing relationships
- Acknowledgment of transition to independence
- Expression of continued respect and support
- Cynosure Statement (Keith Taylor):
- Recognition of firm’s technical expertise
- Emphasis on coordinated wealth management model
- Support for collaboration, long-term relationships, and growth vision
- External Advisors for Transaction:
- Financial Advisor: Advisor Growth Strategies
- Legal Counsel: Alston & Bird LLP
- Website for Additional Information: Threadlinewealth.com
- Information Available Online: Leadership, philosophy, and advisory approach
- Firm Classification: Independent registered investment advisory firm
- Service Offering Components:
- Tax-aware planning
- Investment management
- Advisory coordination with trusted professionals
- Target Client Segments:
- Business owners
- Executives
- Founders
- High-net-worth families
- Operational Objective: Navigate increasing financial complexity with clarity and coordination
Background: Transition Following Moss Adams and Baker Tilly Merger
The transition to Threadline Wealth follows the previously completed merger between Moss Adams and global advisory firm Baker Tilly, which was finalized in June 2025. As part of this structural change, the wealth advisory division has been repositioned into a fully independent firm.
While the new entity operates independently, Threadline Wealth will continue to maintain a professional relationship with Baker Tilly, described as being grounded in mutual respect. This relationship reflects continuity across advisory ecosystems while enabling the firm to operate with its own governance, strategy, and operational structure.
The separation allows Threadline Wealth to establish its own identity as an independent RIA while continuing to collaborate across professional advisory networks.
Firm Positioning as an Independent RIA
As an independent registered investment advisory firm, Threadline Wealth is structured to deliver integrated financial advisory services that combine investment management with tax-aware planning and business advisory coordination.
The firm’s model emphasizes:
- Alignment across wealth, tax, and business decisions
- Coordination among multiple professional advisors
- Integrated planning for complex financial situations
The organization draws on a team that includes professionals with CPA credentials and tax expertise, enabling the firm to incorporate tax considerations directly into investment and planning strategies.
This structure is designed to support clients navigating increasingly complex financial environments, particularly those involving business ownership, multi-generational planning, and cross-disciplinary advisory needs.
Coordinated Advisory Model and Client Experience
Threadline Wealth has been designed to deliver a coordinated client experience that brings together multiple advisory disciplines into a unified planning approach.
The firm’s service model integrates:
- Wealth management strategies
- Tax planning considerations
- Business advisory insights
This coordinated structure is intended to align financial decision-making across various aspects of a client’s financial life. The firm works with wealth managers, CPAs, and other trusted advisors to ensure that planning strategies remain consistent and aligned with long-term objectives.
The approach supports clients by providing:
- Clarity in financial decision-making
- Continuity across advisory relationships
- Coordination between multiple financial disciplines
This model reflects the firm’s continued focus on integrated planning rather than isolated financial recommendations.
Leadership Perspective on the Transition
Justin Fisher, Co-Founder and Chief Executive Officer of Threadline Wealth, outlined the firm’s strategic direction following the transition.
“Threadline Wealth reflects our vision for how we’ll serve wealthy clients as their needs, goals, and expectations continue to evolve. For more than 25 years, our team has lived at the intersection of wealth management and accounting, helping clients navigate increasing complexity as their businesses, families, and opportunities grow. This next phase allows us to sharpen that focus, invest in our people and platform, and deliver even greater coordination across every aspect of our clients’ financial lives.”
Fisher further emphasized the firm’s client-centric approach:
“Clients aren’t looking for more opinions, they’re looking for clarity. Threadline Wealth is designed to bring family members, business stakeholders, and professional advisors onto the same page, helping clients make confident, informed decisions and stay focused on what matters most to them.”
Strategic Investment from Cynosure
As part of the transition, Threadline Wealth will receive strategic investment from Cynosure, which will support the firm’s long-term growth initiatives.
The investment is intended to provide:
- Capital to expand platform capabilities
- Resources to invest in talent and recruitment
- Technology enhancements
- Expansion of service offerings
The partnership with Cynosure enables the firm to operate with increased flexibility while continuing to build its advisory infrastructure.
Keith Taylor, Managing Director at Cynosure, commented on the investment:
“Threadline Wealth stands out for its ability to combine deep technical expertise with a truly coordinated approach to wealth management. We’re excited to support the team in their vision as they build a firm rooted in collaboration, long-term client relationships, and thoughtful growth.”
Continuity of Leadership, Team, and Client Relationships
Threadline Wealth will retain its existing leadership team, advisory professionals, and client relationships following the transition.
This continuity ensures that:
- Clients continue working with familiar advisory teams
- Existing relationships remain intact
- Service delivery remains consistent
The firm’s structure supports long-term client relationships while enabling expansion of services and capabilities through its independent platform.
Team-Based Advisory Model and Talent Development
The firm will continue to operate through a team-based advisory model, which emphasizes collaboration across professionals with diverse expertise.
In addition, Threadline Wealth maintains an apprenticeship-driven talent development approach, focused on:
- Technical skill development
- Collaborative training environments
- Long-term career growth pathways
This approach has supported the firm’s ability to:
- Retain experienced professionals
- Attract emerging advisors
- Maintain consistency in service delivery
The model is designed to support both client outcomes and internal talent development within a coordinated advisory environment.
Baker Tilly Perspective on the Transition
Eric Miles, Chief Executive Officer of Baker Tilly, acknowledged the transition and expressed support for the firm’s next phase.
“We have tremendous respect for this advisory team and the relationships they’ve built over many years. As they move forward as an independent firm, we wish them continued success.”
This statement reflects the ongoing professional relationship between the organizations following the transition.
Future Growth Strategy and Regional Expansion
Looking ahead, Threadline Wealth plans to continue building a consciously scaled regional boutique wealth management firm.
The firm’s growth strategy includes:
- Investment in enhanced planning capabilities
- Technology platform development
- Expansion of specialized services
- Preservation of personalized client experience
The firm indicated that it intends to maintain a balance between growth and service quality, focusing on a relationship-driven advisory model while expanding its capabilities.
Advisory and Legal Support for the Transaction
In connection with the transition, Threadline Wealth engaged:
- Advisor Growth Strategies as its financial advisor
- Alston & Bird LLP as its legal counsel
These firms supported the execution of the transaction and the establishment of the independent entity.
Additional Information
Further information regarding Threadline Wealth’s leadership, philosophy, and advisory approach is available at:
About Threadline Wealth
Threadline Wealth is an independent registered investment advisory firm focused on helping clients navigate financial complexity through coordinated and integrated planning.
The firm draws on more than 25 years of experience at the intersection of wealth management and accounting, delivering solutions designed for:
- Business owners
- Executives
- Founders
- High-net-worth families
Its service model combines:
- Tax-aware financial planning
- Sophisticated investment management
- Collaboration with trusted advisors
The firm’s approach is designed to align financial decisions with clients’ long-term goals, purpose, and legacy considerations.
Media Contact
For additional information, visit threadlinewealth.com & mossadams.com.
Source Attribution
Source: Company announcement