The Face of Wealth Management – St. Louis Magazine

In the May issue of St. Louis Magazine, Moneta Group was featured as “The Face of Wealth Management” as part of the magazine’s Faces of St. Louis section.

You can see the article by clicking on this link, or reading it in full below.


Originally featured in St. Louis Magazine on April 17, 2015 

Faces of St. Louis 2015

Our city is fortunate to have entrepreneurs and professionals whose creativity, expertise, and talent promote business growth and make St. Louis an excellent place to live. Meet some of the brains behind local businesses and the leaders in various fields. These game-changers are the Faces of St. Louis.

The Face of Wealth Management – Moneta Group

Most successful businesses have a Chief Financial Officer (CFO) to help coordinate financial affairs. Moneta Group believes that successful families need the same kind of financial support. Its professionals are Family CFOs.

As Family CFOs, their goal is to provide every client with personalized services that take the stress and complexity out of managing their personal financial affairs.

Investment management is a piece of this, but Moneta Group’s boutique style covers the complexities of retirement planning, estate and philanthropic strategies, tax planning, money management, risk management, and business succession.

Plus, with over 195 professional designations, clients of Moneta Group can
count on being taken care of by experts. More importantly, Moneta believes in providing “Raving Fan” service that goes above and beyond what is expected. By promising a lot and delivering more, clients have the freedom to rest easy and enjoy the life they worked hard to achieve.


Additional articles