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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.

Admiral James Stavridis: Thoughts on Geopolitics and Leadership 

Admiral James Stavridis: Thoughts on Geopolitics and Leadership 

January 16, 2025

Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with o...

How to preserve your legacy when selling your business 

How to preserve your legacy when selling your business 

January 15, 2025

Selling your business is like watching a child you’ve nurtured grow up and venture into the world. It’...

Fourth Quarter Investment Report

Fourth Quarter Investment Report

January 13, 2025

The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...

Monthly Recap – December 2024

Monthly Recap – December 2024

January 6, 2025

Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...

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