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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.

Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor

Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor

February 17, 2026

by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how wi...

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

February 13, 2026

Historically, emerging markets have typically made the headlines for political upheaval, war or econom...

Monthly Recap – January 2026

Monthly Recap – January 2026

February 6, 2026

January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

February 2, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...

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