CHICAGO
Investment Advisors

CHICAGO OFFICE

10 S Wacker Drive
Suite 2975
Chicago, IL 60606
(314) 726-2300

    Contact Us

    OUR SERVICES

    Wealth 
    Management

    Family Office
    Services

    Trust 
    Services

    Employer 
    Retirement Plans

    Foundations &
    Endowments

    Our Teams in Chicago

    Moneta’s Chicago Team excels in assisting clients with complicated financial portfolios at all stages of their financial development. We also serve business owners with employer retirement plans, foundations, and endowments. Whatever your financial planning needs, we have the expertise to help you plan for the future you imagine.

    Our Chicago teams are also part of the larger Moneta firm with 400+ employees to ensure they have the back-office support to focus their time on attending to clients’ needs vs. running the business.

    Breckenridge

    Kittner

    Have questions about how
    we can serve you?