View in portrait for best experience

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.

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

Protecting You From WhatsApp Impersonation Scams

Protecting You From WhatsApp Impersonation Scams

May 20, 2025

An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

May 19, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...

VIEW ALL ARTICLES

Let’s make every moment count together…