Moneta Group is a Financial Planning and Consulting Firm located in Clayton, MO.
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 What We Do > Risk Management
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As your family’s personal wealth increases, so does your need to protect that wealth. Your Moneta Family CFO will review and advise you on existing life, health, disability, property and casualty insurance policies. As your advocate, we will advise you on gaps or overlaps in your family’s scope of coverage. If coverage must be changed or newly acquired, Moneta professionals can help you find the most appropriate coverage in the marketplace. If needed, Moneta Group is qualified to write life, disability and long term care insurance. For clients with highly specialized or complex risk management needs, Moneta can provide access to many industry-leaders to provide objective property and casualty advice to affluent families. |
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