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By Michael Torney, J.D., CFP®, LL.M., CEPA When people start a company, it’s impossible to predict events that could affect it 10 or 15 years in the future. But after working together many years to build a…
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Michael Torney, CFP, J.D., LL.M. Stock options often make up an attractive component of a senior-level executive’s pay. At most large companies, options are awarded annually as an incentive to help the company meet its long-term…
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Welcome to Wit, Wisdom, and What Matters Most with Danton Troyer and Kyle Luetters from Moneta. In this podcast, we help corporate executives and business leaders navigate uncertainty around various life stages, including complex benefits,…
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Michael Torney, CFP, J.D., LL.M. I have advised many business owners on the tax implications of various financial planning areas. The area that has the single largest impact on the financial success of an entrepreneur is the…
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Services for Those Experiencing Sudden Wealth Our advisors help with the specific planning considerations unique to someone experiencing sudden wealth, in addition to the general financial planning that applies to all clients: Financial Planning Cash…
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Michael Torney, CFP, J.D., LL.M. Founders of small businesses have many tax benefits while running their business. They also may qualify for some tax advantages when selling the business. Certain kinds of company stock have an…
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Life brings about change, often when we least expect it. If you’re a woman preparing for or going through a major life transition, I understand the whirlwind of emotions you’re feeling right now. The uncertainty,…
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About Us The Koeneman Glenn Team’s technical expertise combined with our high-touch service sets our client experience apart. We are always eager to serve you, however you need. From in-person meetings to video chats or…
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Single Team. Diversified Experts. Yes, you can have both. The Sheehan Steffens Akins Han Team is your advocate for all aspects of your financial life. We act as your Family CFO, leading cohesive strategies beyond…
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Family Chief Financial Officer As Family Chief Financial Officer the Halls Dorn Aiazzi Team works with clients to create and manage a long-term, holistic plan that addresses every aspect of their financial lives. For business…
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Who We Serve Families: Generational Wealth Transferring wealth from one generation to the next is a complex process that intersects with your unique family dynamics. We can help facilitate family meetings and educate everyone involved…
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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…
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Michael Torney, CFP, J.D., LL.M. Many business owners assume their business is more valuable than it actually is. One of the biggest reasons? Key man risk. Key man risk is the concept that a business is highly dependent…
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Investments | Planning | Advice Sarah Berry and Michael Machnowski, Partners at The Berry Group, have merged their business into Moneta, providing large-scale resources while also still maintaining their small-firm attention for clients. The Berry…
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Michael Torney, CFP, J.D., LL.M. So, you’ve started thinking about exiting the business. It happens to every owner at some point. We spend so much time building the business and running the business. But at some point, we…