Matthew Sallaberry Advances to Partner at Moneta
December 19, 2024
Moneta’s Board of Managers unanimously approved Matthew Sallaberry to be promoted to Partner in the fi...
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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
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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,
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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.
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