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Services for Individuals

Your Financial
Life is Unique

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.
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A WEALTH OF INFORMATION

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

Protecting You From WhatsApp Impersonation Scams

Protecting You From WhatsApp Impersonation Scams

May 20, 2025

An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

May 19, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...

Disaster Response 

Disaster Response 

May 19, 2025

On Friday, May 16, an EF3 tornado touched down in Clayton, traveled though Forest Park, and swept thro...

Monthly Recap – April 2025

Monthly Recap – April 2025

May 7, 2025

Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...

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