Monthly Recap – January 2025
February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
BUT NOT JUST
ABOUT MONEY
Investing, giving, and planning all lend to life what once was simply money but is now the power to make a difference.
We are by your side through each moment, helping you overcome challenges and reach your unique goals.
DARE,
and then do.
OVERCOME
the unexpected.
Ready your
LEGACY.
Working with your Moneta advisor, put your goals into action through personalized planning and counsel tailored to your timelines and risk tolerance.
When life presents you with challenges like a health scare, a job loss, or family caregiving, you can be better prepared with a financial plan created with contingencies in mind.
Whether it’s family, institutions, community, or all three, your wealth can be felt for generations to come. Helping your vision become reality is our mission.
We promise to guide you in creating more time for life’s precious moments, whether it’s extra time with family,
time for a passion project, or the peace of mind that comes with knowing your Financial legacy is secure.
Is now the time to engage a Wealth Advisor?
Many people wait for a pivotal event, such as a market drop or sudden inheritance, before seeking financial help. At Moneta, we believe the best time to start a wealth management relationship is now, so that when a financial event occurs, we’ll be
Built for today, Tomorrow,
and Generations to come
In the financial world, institutions seem to come and go. Just as your personal goals go beyond next quarter’s numbers, Moneta has been built to last. From our leadership to our back office, to advisor teams designed to support your vision for generations to come.
7,000+ Families & INSTITUTIONS SERVED
Item 1 of 12
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Buying Property Abroad: What You Need to Know
February 7, 2025
Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...
Move Fast and Break Things
February 4, 2025
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...
Should You Buy That Yacht in Retirement?
February 3, 2025
The third age of retirement: enjoying retirement. The call of the ocean. A lot of us hear it, bu...