Family CFO
WHEREVER YOU ARE IN LIFE, WE GO FURTHER TO MEET YOUR UNIQUE NEEDS.
No matter what stage you’re in on your wealth journey, we go to extraordinary lengths to build a better, closer relationship with you. That means that you can expect exceptional personal attention, access to in-house expertise, and a proven track record of real-world solutions. Plus, we are ready to meet you where you are, accommodate your busy schedule, and engage you in the way that you prefer.
Services
Objective Advice
Receive objective, unbiased advice that’s customized to your goals, guided by your best interests and informed by our experienced teams and in-house investment department.
Savings Plan
See how to better manage your cash flow, minimize interest costs, and optimize cash positions. We help you prepare for the future by making the most of tax-advantaged recommendations, employer-sponsored plans, and educational savings plans.
Asset Protection
We help young families guard against risks to their earning potential, and help established families protect assets and reorient their investments toward capital preservation.
Coaching Education
Learn about new opportunities to help you save more for the future, define a personal vision of financial independence, or launch the next generation on the road to wealth.
Life Transition Planning
With meticulous planning and steadfast reassurance, we can help you prepare for the birth of a child or grandchild, the launch of a new venture, the sale of a business, or a long-awaited retirement.
Philanthropy
Make an impact on the causes you care about while minimizing your tax liability.
Estate Planning
Whether you need basic security for a young family, a sophisticated solution to complex tax challenges, or a comprehensive vision that encompasses multiple generations, you can rely on the proven expertise of your Moneta estate planning team.
Recent Articles
June 28, 2018
Moneta Named to Financial Times Top 300 RIA List for 5th Year
ST. LOUIS—JUNE 28, 2018—St. Louis-based Moneta is pleased to announce it has been named to the 2018 edition of the…
June 25, 2018
Announcing the Launch of Our New Brand
ST. LOUIS, MO—Today, Moneta Group, a St. Louis-based wealth management firm, announced the launch of a new corporate brand identity,…
May 16, 2018
[Investment Monthly] Looking Beyond the Sideways Market
Download the PDF here The U.S. stock market, as measured by the S&P 500 Index, has been mired in a…