Threadline Wealth has officially launched as an independent registered investment advisor following the separation of Moss Adams Wealth Advisors from accounting firm Moss Adams, which merged with Baker Tilly in 2025. The newly independent firm is majority owned by management and backed by The Cynosure Group, positioning it for long-term growth as a regional boutique wealth manager focused on high-net-worth clients.
Based in Seattle, Threadline Wealth builds on more than two decades of experience operating at the intersection of wealth management and accounting. The firm is designed to deliver integrated financial guidance by aligning investment strategy, tax planning, and broader business considerations for clients, including business owners, executives, founders, and families with complex financial needs.
Despite becoming independent, Threadline Wealth will maintain a professional relationship with Baker Tilly. The separation is intended to provide greater flexibility for the wealth business to expand its investment capabilities, enhance its technology platform, and avoid potential conflicts tied to operating within an accounting firm structure.
The firm will retain its existing leadership team, advisory professionals, and client relationships while leveraging Cynosure’s backing to invest in talent, technology, and service expansion. Threadline Wealth also emphasizes a collaborative, team-based advisory model, supported by professionals with deep tax expertise, including CPAs, to deliver coordinated and comprehensive financial planning.
Looking ahead, the company plans to scale thoughtfully as a regional boutique, expanding its planning capabilities and specialized services while maintaining a personalized, relationship-driven client experience. The firm will continue to focus on delivering clarity and coordination to clients navigating increasingly complex financial landscapes.
KEY QUOTES:
“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. 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.”
Justin Fisher, Co-Founder & CEO, Threadline Wealth
“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.”
Eric Miles, CEO, Baker Tilly
“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.”
Keith Taylor, Managing Director, The Cynosure Group
