Moneta Advisory Services
We do more, so you can too, wherever you are in life.
No matter what stage you’re in on your wealth journey, the Moneta Advisory Services Team can help you plan for the future you imagine. Whether you’re just starting out or looking to retire, we are here to help you make life’s big decisions.
As a firm Moneta manages more than $37.4 billion in assets for our Clients, but even as we continue to grow we are committed to delivering a personalized experience for our Clients. We maintain an Advisor-to-Client ratio half that of the industry standard. Our Team approach gives clients the individualized attention their financial plans need, but we are also backed by the industry knowledge and resources of a large firm. For our Clients, it’s the best of both worlds.
Team Members
Kim Bui
Client Service Manager
Andrea Denk
Client Service Manager
Dylan Zurweller
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Monthly Recap – July 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run of strength, with a…
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Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director and economist at PIMCO, where she leads…
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Why Most UHNW Families Have the Right Trusts and the Wrong Mix
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the question isn’t whether or not to have trusts, but if the ones they have are actually working together. Because…