Protect, preserve, build, grow.


Moneta’s wealth management services help elevate your financial potential at any stage.

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.

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

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

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

  • Totally Eclipsed

    Totally Eclipsed

    Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar…

  • Monthly Recap – March 2024

    Monthly Recap – March 2024

    Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum…

  • Expecting the Unexpected 

    Expecting the Unexpected 

    Unexpected events often have bigger risks for business owners than many other people. Family members, employees, and even communities can…

The smallest of actions can put your wealth in motion.

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