Joseph West

MBA, CPA, CFP®

jwest@monetagroup.com

(314) 735-9024

Bringing empathy and passion to every client experience, Moneta Group Advisor Joe West works with his team to provide comprehensive Family CFO Services and to build long lasting, personal client relationships.

Joe received his B.S. in Accounting with a Minor in Finance at the University of Dayton, where he completed their Master’s program receiving an M.B.A. with a concentration in Accounting. Prior to working at Moneta Group, Joe worked at PricewaterhouseCoopers in both their assurance and tax consulting practices. During his time at PwC, Joe focused on asset management and banking industry audit clients as well as corporate and high net worth individual tax clients.

In addition to working with his clients, Joe is active with Junior Achievement as well as other programs sponsoring financial literacy initiatives. Joe enjoys being active and spending time outdoors, especially playing tennis, running, and skiing. With a strong interest for adventure, Joe thoroughly enjoys international travel.

Certified Public Accountant
CERTIFIED FINANCIAL PLANNER®
Series 65 License Holder
B.S. in Accounting (University of Dayton)
B.S. in Finance (University of Dayton)
M.B.A. (concentration in Accounting)
Lafayette Square Community Movies, Music, and Arts Council Member
Junior Achievement Financial Literacy Initiative Volunteer

Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private transportation 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 families.

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).

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.

Joseph West

TESTPOP

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?