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
May 2, 2019
The perils of being out of the market
Earlier this week we saw record-high closes for the NASDAQ and the S&P 500. Some people might be asking, “Where…
April 29, 2019
Moneta increases scale with expanded investment research team
Moneta garnered national media attention with the announcement of its new investment consulting partner, DiMeo Schneider & Associates. Citywire reporter…
April 25, 2019
Why Your Tax Refund May be a Disappointment this Year
By Brighton Samet, Moneta Tax Planning Consultant Earlier this year, you may have seen the worrisome headlines about taxpayers getting…