PIETROBURGO BAILEY
HELPING YOU SEE THE BIGGER PICTURE
WHO WE SERVE
families: generational wealth
Women: empowered partners
Emerging Affluent: Wealth AccUmulator
WHO WE SERVE
Families: Generational Wealth
Transferring wealth from one generation to the next is a complex process that intersects with your unique family dynamics. We can help facilitate family meetings and educate everyone involved while developing an optimal investment strategy for your specific goals. Our firm provides all the resources you’ll need, from estate planning and tax expertise to trust services
Women: empowered partners
We are passionate about inspiring and empowering women to take control of their wealth and be equal partners in their financial planning conversations. Be heard and be valued. Once you feel financially empowered, we’ll help you redirect your wealth toward the areas of life you care about most.
emerging affluent: Wealth accumulators
Our team serves individuals and families in every stage of the wealth life cycle – including high earners on track to building lasting wealth. As your dedicated financial advisor, we take time to gain a deep understanding of your financial trajectory. With this trusted relationship in place, we can then help strategically guide you towards your goals while still accounting for your current needs through a personal, customized approach that simplifies your life.
NATIONWIDE COVERAGE
With clients located all over the country, we are establishing a local presence in more cities where they are concentrated so we can serve them better. But this doesn’t mean we are being spread thin. Our staff scales with our size so we can continue serving you proactively and personally. You are our priority, and we are your advantage.
Nationwide coverage
We are committed to providing highly personal service with a customized approach for each of our clients. This standard of excellence is the driving force behind our firms growing national footprint.
WE DO MORE SO YOU CAN TOO
We have been working with wealthy families for 25+ years and understand complex financial lives. Our comprehensive approach is designed to save you time and provide clarity to help you reach your life’s goals.
While we guide you through your unique financial situations, you can expect to:
QUESTIONS YOU SHOULD ASK YOUR ADVISOR TEAM
What is their client-advisor ratio?
This is a measure of how much attention you will receive. At Moneta, we pride ourselves in maintaining a lower client-advisor ratio so we can proactively deliver highly personal service. This also protects our bandwidth for continuing our education so we can continue advising you with the highest expertise.
Who Owns their firm?
Does your advisor work and advocate only for you? At Moneta, we pride ourselves on being a 100% partner-owned firm with absolutely no outside shareholders or private equity. This protects our independence and ensures we can stay aligned with your best interest. We don’t sell proprietary financial products or insurance. We transparently provide a clear fee structure.
what happens to you as a client when they retire?
If your advisor doesn’t have a succession plan, they could sell out to a completely different firm. At Moneta, we pride ourselves on designing teams of advisors spanning multiple generations so you never lose continuity of service. Succeeding advisors will begin joining client meetings years ahead of the transition so our clients are always working with someone they know and trust.
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What are we up to?
Check here for all the latest Pietroburgo Bailey Team news.
In November, Maggie Rapplean and Anniece Robinson participated in a 5K for Girls on the Run.
They helped cheer the girls on to the finish line in style – did you spot Anniece in that tutu?!
Fall 2022 Video
Stay up-to-date with the most recent team activities, updates, and fun with our newest video! Click the link below to watch.
WHAT TAX IMPLICATIONS DO YOU NEED TO LOOK INTO WHEN A FAMILY MEMBER DIES?
Our CFP®, CPA and Partner Nicole Bailey offered her insight in reporter Gabrielle Olya’s article about how to help family members navigate the financial aspects of losing a loved one.
MONETA NEWS
Freight is Fraught, and Banks make Bank
Markets continue to be noisy this week – as they digest market jitters at the end of last week (when the SPX fell by the most in one week – 1.6%, since October, and lost 1.5% on Friday alone). The escalation in regional tensions in the Middle East between Israel and...
Monthly Recap – March 2024
Download the PDF Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Tim Side, CFA – Investment Strategist Monthly Observations Upward Momentum Continues for Markets A resilient economy continued to support all markets with the labor market...
Totally Eclipsed
Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar eclipse was an almost spiritual experience for those lucky enough to be in its path, and the moment of cosmic perfection seemed like a pause...
Contact us to learn more
Contact
(314) 244-3234
100 South Brentwood Blvd.
St. Louis, Missouri, 63105