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...
BUT NOT JUST
ABOUT MONEY
Investing, giving, and planning all lend to life what once was simply money but is now the power to make a difference. We are by your side through each moment, helping you overcome challenges and reach your unique goals.
DARE,
and then do.
OVERCOME
the unexpected.
Ready your
LEGACY.
Working with your Moneta advisor, put your goals into action through personalized planning and counsel tailored to your timelines and risk tolerance.
When life presents you with challenges like a health scare, a job loss, or family caregiving, you can be better prepared with a financial plan created with contingencies in mind.
Whether it’s family, institutions, community, or all three, your wealth can be felt for generations to come. Helping your vision become reality is our mission.
We promise to guide you in creating more time for life’s precious moments, whether it’s extra time with family, time for a passion project, or the peace of mind that comes with knowing your Financial legacy is secure.
Is now the time to engage a Wealth Advisor?
Many people wait for a pivotal event, such as a market drop or sudden inheritance, before seeking financial help. At Moneta, we believe the best time to start a wealth management relationship is now, so that when a financial event occurs, we’ll be
Built for today, Tomorrow,
and Generations to come
In the financial world, institutions seem to come and go. Just as your personal goals go beyond next quarter’s numbers, Moneta has been built to last. From our leadership to our back office, to advisor teams designed to support your vision for generations to come.
7,000+ Families & INSTITUTIONS SERVED
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A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Monthly Recap – March 2025
April 10, 2025
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...
Liberation Day
April 3, 2025
Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WH...
Ready for Take Off: Private Air Travel
April 3, 2025
By Anna McDonald, Director of Family Learning When most people think of private air travel, they often...