looking ahead: What’s Next?

2020 has been an unprecedented year to date across so many aspects of our lives.
Following are our resources to help you navigate what it may mean to you.

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ELECTION impacts

Moneta experts from across the firm weigh in on the potential financial impact of current events on you.

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TOPICAL WEBINARS

The MonetaU Speaker Series brings you the latest from thought leaders outside of Moneta in our live webinars.

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pandemic POLICY

How government policies like the CARES Act and the Payment Protection Program (PPP) may impact you.

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NEWS

Year-end Tax Planning Considerations

2020 has been an unusual year to say the least. As we have adapted to "new normals" throughout our...

Schwab IMPACT Awards: Moneta Featured Among Previous Winners

In honor of the 15th anniversary of the IMPACT Awards program, Schwab put the spotlight on Moneta...

Beyond the Financials: Keys to a Fulfilling Retirement with Alan Spector

Retirement for many is a long-awaited, much anticipated event; however, researcher and author,...

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You may also contact your Moneta advisor with questions or concerns.

Truly Independent – We are fierce advocates of the fiduciary standard. Being 100% partner-owned frees us up to put clients first in every aspect of how we do business.

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).