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Services for Individuals

Your Financial
Life is Unique

You deserve a financial plan thats unique, too. Were ready to meet you where you are and help take you where you want to go.

Exceptional personal attention.

In-house expertise. Real-world solutions.

Objective Advice and Coaching Education

Receive objective, unbiased advice tailored to your goals, and learn about opportunities to save more, achieve financial independence, or guide the next generation to wealth.

Life Transition and Asset Protection Planning

Prepare for significant life events like growing your family, launching a venture, business sales, or retirement with meticulous planning. Guard family earning potential and protect assets, focusing on capital preservation.

Philanthropy and Savings Plan

Engage in meaningful giving aligned with your values, maximizing community impact and tax benefits. Manage cash flow, minimize interest costs, and optimize cash positions for the future.

Estate Planning and Moneta Trust

From basic security to complex tax solutions and multi-generational planning, we cover all estate planning needs. Moneta Trust offers holistic service for clients needing a corporate trustee.

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A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Monthly Recap – January 2025

Monthly Recap – January 2025

February 10, 2025

Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...

Buying Property Abroad:  What You Need to Know 

Buying Property Abroad:  What You Need to Know 

February 7, 2025

Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yours...

Move Fast and Break Things

Move Fast and Break Things

February 4, 2025

Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January repr...

Should You Buy That Yacht in Retirement?

Should You Buy That Yacht in Retirement?

February 3, 2025

The third age of retirement: enjoying retirement.  The call of the ocean. A lot of us hear it, bu...

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