Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs
November 20, 2025
What does it take to scale a wealth management firm without sacrificing independence or cult...
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.
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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
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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...
Monthly Recap – October 2025
November 5, 2025
October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...
Addressing Hunger
November 3, 2025
by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...