Our Services
When you work with us you get our highly personal and customized approach with the resources of a national firm. We harness the capabilities of a large-scale firm while preserving the individual relationship we have with you and your family.
Our Team’s Foundation
Financial and investment consultation, advice, planning, and management – all guided by ESG and SRI practices and principles – are at the core of what we do.
Environmental, Social, and Governance (ESG) Investing
Financial Planning & Wealth Management
Socially Responsible Investing (SRI)
Accounting Consultation
Our specialized accounting experts make the mundane aspects of managing your finances easier.
Research
Our investments research team provides the data and analysis you need to make informed financial decisions with market trends, investment opportunities, and economic forecasts.
Charitable Planning
Our Chief Philanthropy Officer can counsel you on how to most impactfully share your wealth – time, talent, and treasure – with the community and causes that are important to you.
Tax Planning and Consultation
Our specialized tax experts will help ensure your plan is optimized for tax-efficiency with highly sophisticated estate planning techniques, execution, and administration.
Multi-gen family education and support
Our Director of Family Learning can guide your family through wealth education and financial literacy programs tailored to family members of all ages, empowering them to take an active role in the family’s financial situation with open dialogue.
Trust Planning
Moneta Trust Company ensures our intimate understanding of your dreams and desires is properly translated into action when it matters most.
Estate Planning
Our specialized estate planning experts will help you create a comprehensive legacy plan encompassing financial wealth, values, and non-financial assets such as family aspirations, traditions, and philanthropic goals.
Alternative Investments
Our alternative investments team identifies, vets, and provides access to unique opportunities to customize your portfolio with private assets and innovative investing solutions.
Family Office
From private equity to private transportation to private foundations, we offer wealthy families access to a wide range of specialized expertise – all under one roof.