What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There
January 12, 2026
by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...
Services for Individuals
Our comprehensive wealth management services are tailored to meet your unique needs and goals. We take a holistic approach to managing your financial life, integrating investment management, tax planning, and estate strategies.
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.
Your financial journey is unique, and we’re here to guide you every step of the way. Our team of experienced advisors works closely with you to develop and implement strategies that align with your goals and values.
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Fourth Quarter Investment Report – 2025
January 9, 2026
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...
Monthly Recap – December 2025
January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...
The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk
January 6, 2026
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...