Family CFO

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

Emerging Affluent Wealth Creators Entering Retirement Family Legacy

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

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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

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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

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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

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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

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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

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

Estate Planning

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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

September 21, 2018

Moneta Ranked #4 Nationally by Barron’s

Download the PDF SEPTEMBER 2018—Moneta is proud to announce their recognition of being in the top five independent Registered Investment…

September 19, 2018

[Investment Monthly] ARE EMERGING MARKETS WORTH THE RISK?

Download the PDF Here While many investors are satisfied with domestic equity markets given year-to-date returns, emerging markets (EMs) have…

August 20, 2018

[Investment Monthly] IS THE YIELD CURVE TRYING TO TELL US SOMETHING?

Download the PDF here One of the things that financial professionals have watched closely this year is the shape of…

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