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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.
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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.
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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.
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Philanthropy
Engage in purposeful and purpose-filled giving. Allocate your charitable dollars in alignment with your values and interests. Maximize your community impact, as well as your tax benefits.
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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.
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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.
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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.
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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.
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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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FIND AN ADVISOR