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Jennifer Litsas

Client Service Manager

news & updates

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

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, Alan Spector, in his webinar for the MonetaU Speaker Series this week, said that many also have anxiety about it. While the word “retirement” may connote an ending, he said...

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Using Behavioral Finance to Improve Outcomes for Retirement Plan Participants

Using Behavioral Finance to Improve Outcomes for Retirement Plan Participants

Advisors, have you ever felt frustrated after giving retirement plan participants all the...

Schwab IMPACT Awards: Moneta Featured Among Previous Winners

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...

What Could Possibly Be Next in 2020?

What Could Possibly Be Next in 2020?

5 Key Points on the Election, the Market and How it May Impact You This week Moneta hosted a...

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TESTPOP

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 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).