Emerging affluent

SERVICES

Our advisors help emerging affluent clients with the beginning phases of building wealth and how to get into the right financial habits.  Common services we offer include:

Debt management

Cash flow planning

Insurance analysis

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Education planning

Retirement savings planning

Investment management

Proactive Tax consulting

Estate Planning

PERSONA EXAMPLE

CHRIS & JENNY

Chris and Jenny are married with one child and another due any day now. Chris is a lawyer at a large law firm in town and Jenny is a sales professional at a publicly traded company. Chris isn’t sure if he will stay at the firm and become a partner or become an in-house counsel to one of the firm’s clients. Jenny struggles with whether to stay at home or continue working – she would like the option to stay at home.

NEWS & MEDIA

The Four Stages of a Bear Market

The Four Stages of a Bear Market

With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...

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DUFF TEAM

100 South Brentwood Blvd
Clayton, MO 63105
(314) 244-3321

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