Choosing a financial advisor to fit your specific needs can seem like a challenging task, but it doesn’t need to be. If you have a complex financial situation and are in need of guidance, you have come to the right place. In fact, just visiting our team’s page means you’ve already taken the first step toward receiving expert counsel and advice from the Breckenridge Team at Moneta.
We understand that you have many options when it comes to choosing an advisor, but what makes the Breckenridge Team stand out from the crowd is our approach to comprehensive financial advising. You will have a team of dedicated professionals eager to assist you, which includes your Partner and Family CFO, your Advisor, and your Client Service Manager who work closely together to help you accomplish your goals. In addition, our clients have the benefit of Moneta’s in-house tax specialists, investment professionals, and estate planning attorneys to help you manage all the financial needs that accompany wealth.
To work with the Breckenridge Team at Moneta means that you’ll have a team of industry experts looking out for the best interests of you and your family —not just for today, but for generations to come. We ensure this through a sustainable business approach; by developing a multi-generational team, you can rest easy knowing that your multi-generational family will never be without a strong financial advisor.
If you’re interested in engaging in a long-term, personal relationship with a team of advocates who are passionate about providing client service, please contact the Breckenridge Team.