The SWARD Team
Through the course of our history, Moneta has evolved into a firm of more than 260 people providing Family CFO services to our clients and consistently ranks among the top 10 Registered Investment Advisors (RIAs) in the country.
As RIAs, we adhere to the fiduciary standard, which requires that we put your best interest first in every investment recommendation. Plus, our boutique approach means we limit our client base to a small number of clients, allowing us to build strong relationships with each, focused on the kind of personal attention our clients expect and deserve.
News & UPDATES
As Americans have continued to get through the pandemic, the American Rescue Plan Act of 2021 brings a third round of economic stimulus checks along...
Tax season is a great time of year to clean out your filing cabinet; you are sorting through files, digging up paperwork, and deciding what to save...
COVID-19 created unique challenges and hardships for small businesses. To help keep these businesses solvent while mitigating layoffs of employees,...
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100 South Brentwood Blvd.
St. Louis, Missouri, 63105