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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.

History Rhymes: A Review of Presidential Policy “Missteps”

History Rhymes: A Review of Presidential Policy “Missteps”

April 24, 2025

Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Res...

First Quarter Investment Report – 2025

First Quarter Investment Report – 2025

April 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

Monthly Recap – March 2025

Monthly Recap – March 2025

April 10, 2025

MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...

Liberation Day

Liberation Day

April 3, 2025

Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WH...

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Let’s make every moment count together…