What we do.
Moneta is a comprehensive wealth advisory firm that offers highly customized wealth management solutions with an unparalleled level of care, commitment, and personalized service. Importantly, this is done on a fee-only, fiduciary basis without the inherent conflicts of interest found within most sales-based brokerage and bank models. You’ve worked hard to get where you are, and you deserve better. We never sell products and we always place our clients’ interests ahead of our own. At Moneta, our only goal is to help you accomplish yours.
Services for Individuals & Families
Family Office
An industry leader in providing Family Office planning, Moneta Family Office Solutions provides a total wealth management solution for ultra-high-net-worth investors ($20M-$1B+)
- Tax consulting for complex business and family tax matters
- Advanced estate and legacy planning
- Fiduciary, fee-only investment advisory services without the conflicts of interest found at big banks and brokerage firms
- Highly customized private equity, debt, and private real estate solutions
- Corporate Trustee Services through Moneta Trust Company
- Complex charitable planning strategies
- Discreet planning solutions for professional athletes, celebrities, recording artists, and other sensitive professions
- Complex real estate analysis and planning
- Business consulting and succession planning
- Concierge and lifestyle services
- Boutique team with large-firm resources
- Complete coordination of legal, risk, investment, estate, and tax needs
Family CFO
Moneta’s Family CFO services provide comprehensive wealth management solutions for high-net-worth individuals and families ($2M-$20M)
- Pre and post-retirement sufficiency planning from CFP® practitioners who specialize in retirement planning
- Fiduciary, fee-only investment advisory services
- Estate and legacy planning
- Executive benefit planning, including equity-based compensation planning (RSUs, stock options, etc.)
- Real estate analysis and planning
- Charitable planning
- Tax planning
Emerging Affluent Planning
Moneta Advisor Solutions provides next generation advisory services for emerging affluent professionals (up to $2M)
- My First Financial Plan and goal planning for those who have never worked with a professional financial advisor
- Budget & cashflow analysis and planning
- Equity-based compensation planning, including RSUs, ISOs, etc.
- Basic tax, estate, and risk management planning
- Inheritance planning
- Fixed-fee pricing options to aid in wealth accumulation
Financial Planning Components
Our professional services generally fall within the following areas:
Fiduciary Investment Planning