LARGE SCALE RESOURCES. ENTREPRENEURIAL INDEPENDENCE.

Yes, You Can Have Both.

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Jordan Janes of Moneta from Halski Studio on Vimeo.

YOUR SUCCESS = OUR SUCCESS

As a result of the trust clients have placed in us, CWJC is humbled
to be recognized by these leading national and local industry publications.

Moneta RIA Pitch FINAL from Susan Gerard on Vimeo.

TESTPOP

Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private foundations, we offer wealthy families access to a wide range of specialized expertise—all under one roof. Moneta is the premier choice for ultra-high net worth clients who require the dedicated advocacy and service of a family office with the backing of a wealth management firm of exceptional size and scope.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).