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Protect, Preserve,
Build, Grow.

Moneta’s wealth management services help elevate your financial potential at any stage. As you move through life, opportunities emerge. Complexity grows. Momentum ebbs and flows. The only constant? Your Moneta advisor. They’re here to help you meet any moment, with innovative financial solutions and solid guidance.

INDIVIDUALS

INDIVIDUALS

True wealth is about more than what you have — it’s about what you can accomplish, through the lives you touch and the legacy you build.

INSTITUTIONS

INSTITUTIONS

Moneta can help fulfill your fiduciary duty to your organization’s plan participants, delivering education and truly independent advisory services.

FAMILY OFFICE

FAMILY OFFICE

Wealth is complex, touching every aspect of your life. That’s why we’ve designed our Family Office services to do the same.

TRUST SERVICES

TRUST SERVICES

Moneta Trust ensures that the long hours we have worked with you to clarify your goals are carried through when it matters most.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

Monthly Recap – July 2025

Monthly Recap – July 2025

August 6, 2025

July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

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Let’s make every moment count together…