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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.

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.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

Monthly Recap – July 2025

Monthly Recap – July 2025

August 6, 2025

July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

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