Moneta

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. We help you secure your current financial wealth and plan for the future you imagine by developing earning, spending, saving and tax strategies to support that vision; then we take care of the detailed work to implement the plan for you. Our approach focuses on building long-term relationships so we can design and execute custom solutions tailored to your unique financial needs and aligned with your personal aspirations. We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.