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.
RETIREMENT PLAN
CONSULTING
SERVICES
NEWS & INSIGHTS
Private Market Report – Spring 2024
“It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." – Warren Buffett, Chairman & CEO Berkshire HathawayExecutive Summary Private Equity's outlook remains well-positioned despite persistent uncertainty around...
April 2024 Market Update
Quarterly Letter “People who think they know everything are a great annoyance to those of us who do.” – Isaac Asimov, American Writer The bull kept running in the first quarter despite any number of reasons to take a rest. It has been a fun ride, as large U.S....
Kansas City Market Economic Outlook Event 2023
Moneta Family Office hosted its Private Market Economic Outlook in November at the 1900 Building in Kansas City. The event brought together a panel of private equity, private real estate, and private credit industry leaders, including Angie Long, Tuck...