DEDICATED TO YOUR SUCCESS
Led by our firm’s Managing Partner and Chairman of the Board, we are a passionate team of advisors who are obsessively committed to deeply understanding our clients while helping them meet their needs and achieve their goals. We strive to deliver a “family office” experience for everyone and our service extends well beyond investments to anything financial in nature. We do more so you can too.
Our team approach ensures we are always prepared to help you navigate your unique life’s path as we leverage our collective skills and expertise for your success. Our team is multigenerational because our client relationships are multigenerational. We proudly work with clients at every stage of the financial life cycle—whether you are building a career or planning for the distribution of your wealth.
Your financial legacy deserves a customized approach from advisors who truly care about you and your family. As your fiduciary and Family CFO, we are maniacal about doing what is in your best interest—always.
OUR TEAM NEWS
Check here for all the latest Kittner Team news.
A messaGE FROM THE TEAM
November 2020 Edition
2020 has presented some unforeseen challenges for our Moneta team and for all of you. Like you, we have been prevented from doing many of the things that, in normal times, we enjoy outside of serving you and your families. We miss travel, watching youth sports and attending family gatherings. We know these activities will return and we look forward to hearing about the great experiences you have planned once the pandemic is behind us…
Moneta’s Managing Partner and Chairman of the Board, Eric Kittner, was featured on “Smart Money...
Risk Management Planning
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100 South Brentwood Blvd.
St. Louis, Missouri, 63105