SERVICES FOR INDIVIDUALS
Your financial life is unique.
You deserve a financial plan that’s unique, too. We’re 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
Receive objective, unbiased advice that’s customized to your goals, guided by your best interests and informed by our experienced teams and in-house investment department.
Coaching Education
Learn about new opportunities to help you save more for the future, define a personal vision of financial independence, or launch the next generation on the road to wealth.
Philanthropy
How can your wealth do more for the community and for what matters most? Make an impact on the causes you care about while minimizing your tax liability.
Savings Plan
See how to better manage your cash flow, minimize interest costs, and optimize cash positions to prepare for the future and make the most of tax-advantaged recommendations.
Life Transition Planning
With meticulous planning and steadfast reassurance, we can help you prepare for the birth of a child or grandchild, the launch of a new venture, the sale of a business, or a long-awaited retirement.
Asset Protection
We help young families guard against risks to their earning potential, and help established families protect assets and reorient their investments toward capital preservation.
Estate Planning
From basic security for a young family to a sophisticated solution to complex tax challenges, to a comprehensive vision that encompasses multiple generations—your Moneta team can plan for it all.
Moneta Trust
To provide more holistic service, Moneta Trust was created in 2021 to serve clients whose estate planning needs could benefit from a corporate trustee. Learn more at MonetaTrust.com
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