What We Do
The Finerty Team is a premier choice for comprehensive and customized wealth management services. We are uniquely positioned to provide a full range of services to families, non-profit organizations, and company retirement plans. Our team structure allows us to focus on our clients and what is most important to them, with the backing of one of the country’s largest independent advisory firms. Explore our service offerings below to learn more about what makes us distinctive.
NEWS & INSIGHTS
Fortune features Moneta Portfolio Strategist Randall Stauder
Fortune spoke to Moneta’s Portfolio Strategist Randall Stauder about what makes international equities so compelling right now for an article titled, “Why you should invest internationally in this market environment.” Here is an excerpt from the story: According to...
Barron’s features Moneta Advisor Geneen Von Kloha
Barron’s turned to Moneta Advisor Geneen Von Kloha to answer their reader’s questions about social security. Her answers were published in a mailbag article titled, “Let Social Security Max Out if You Can. Even in a Down Market.” Here is the question posed by the...
Investment Report: Headwinds and Crosscurrents
Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research David Wickenhauser CFA®, CFP®,MBA | Investment Strategist The first quarter was not the auspicious start to 2022 that many hoped to see. Markets remained...