The Kittner Team
Family CFO
We are financial advisors for life’s big decisions. No matter what stage you’re in on your wealth journey, we go to extraordinary lengths to build a better, closer relationship with you. That means that you can expect exceptional personal attention, access to in-house expertise, and a proven track record of real-world solutions. Plus, we are ready to meet you where you are, accommodate your busy schedule, and engage you in the way that you prefer.
Life Transition Planning
With meticulous planning and steadfast reassurance, we can help you prepare for the birth of a child or grandchild, the launch of a new venture, the sale of a business, or a long-awaited retirement.
Investment Strategy & Management
Create and implement customized investment portfolios to meet your specific goals through a strategic and disciplined approach with access to high-end private investments opportunities.
Estate Planning
Coordinate with a suite of professionals to prepare you for the future and help you share your wealth with the people who matter the most.
Charitable Giving & Philanthropy
Share your wealth with the community and causes that are important to you in a way that optimizes your impact.
Tax Optimization
Execute your financial action plan in the most tax-efficient way with highly sophisticated estate planning techniques.
Moneta Trust
Ensure our intimate understanding of your dreams and desires is properly translated into action when it matters most.