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Our Teams in Boston
Moneta’s Boston Team has been deeply rooted in the Worcester community for decades. We take a holistic view of managing clients’ finances, considering all of the nuances of each client’s goals and challenges. Our Team provides careful planning and ongoing analysis of not just investment portfolios, but also anything else concerning clients that impacts their long-term financial well-being.
The team in Boston is backed by the experience and bandwidth of Moneta’s 400+ employees to ensure that their focus is on clients vs. running the business. Our strength is your advantage.