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
July 9, 2019
The Importance of Travel Insurance for Summer Vacations
By Jim Blair, Moneta Partner Summer is officially here, and many families are planning vacations around the globe. Whether you…
June 26, 2019
Moneta’s “Best-in-Breed” Retirement Plan Consulting Services Rank Among the Nation’s Elite
Planadviser ranked MonetaSM among the nation’s “Top 100 Retirement Plan Advisers” for the third consecutive year. The honor confirms…
June 12, 2019
Father’s Day Finance Tips: How should your investment strategy change once you have children?
Parenting young children is no dad joke. Fatherhood brings an unbelievable mix of emotions – the most joy, stress, pride…