WEALTH MANAGEMENT

ACTING AS YOUR FAMILY CFO

 

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

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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.

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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.

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Moneta Trust

Because of our wholistic relationship with our Family Office and Family CFO clients, Moneta Trust was created in 2021 to serve clients whose estate planning needs could benefit from a corporate trustee. Learn more at MonetaTrust.com

TAKE YOUR FIRST STEP WITH MONETA

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