FAMILY CFO
WHEREVER YOU ARE IN LIFE, WE GO FURTHER TO MEET YOUR UNIQUE NEEDS.

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.
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.
PHILANTHROPY
Make an impact on the causes you care about while minimizing your tax liability.
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.
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.
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.
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

Where Does This GameStop Story Go Next?
Last week we saw small investors flex their collective muscle, starting 2021 with its own set of unprecedented story lines. Last week’s moves in a...

Year-End Tax Planning Opportunities
With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful tax savings. We...

Tax Planning: What to expect if you reversed RMDs under the CARES Act in 2020
By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service (IRS), anyone who already took a required minimum...