Teams
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Michael Torney, CFP, J.D., LL.M. Restricted Stock Units (RSUs) and Restricted Stock Awards (RSAs) can be valuable parts of an executive’s overall compensation package and wealth-building strategy. Both are eventually grants of company stock provided by…
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Michael Torney, CFP, J.D., LL.M. Incentive Stock Options (ISOs) are the right to buy shares of company stock at a fixed price; this price must not be lower than the actual fair market value of the…
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Michael Torney, CFP, J.D., LL.M. Successful executives often receive various forms of compensation in addition to their salaries and bonuses. Their employers will often provide stock awards or the opportunity to participate in various long-term plans…
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Michael Torney, CFP, J.D., LL.M. It’s not unusual for corporate executives to have a lot of their wealth tied to the success of their employer. Not only do they earn a paycheck from their employer, but…
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Your Life. Your Wealth. Your Team Managing your professional and personal life isn’t easy, especially as your financial picture keeps getting more complex. When everything seems to be moving fast, you want to focus on…
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Whether you’re thinking about launching a new business, hoping to expand an existing one, or preparing for your eventual exit, your Moneta team can help you create, grow, and protect your business’ value with comprehensive business planning services. Financial Planning Strategies…
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Keeping your finances in order shouldn’t be another task on your long to-do list. Moneta is an executive-focused advisory firm that allows you to focus on your career, family, and hobbies, by providing services customized to your needs such as: …
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About the Team As Your Family CFO, we are financial advisors for life’s big decisions. No matter what stage you’re at on your wealth journey, we go to great lengths to build a better, closer…
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About Us Our mission is to empower our clients to achieve their financial goals with confidence and peace of mind. Grounded in the principles of accountability, integrity, and respect, we are committed to delivering impeccable…
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Team Members News & Updates
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Ready to start a conversation? Our Offices
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The latest
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With more than 100 years of combined experience, our team’s expertise and knowledge of the retirement plan landscape allow us to manage all aspects of your retirement plan. We keep our clients informed of relevant…
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We act as the Outsourced Chief Investment Officer for non-profit organizations and always adhere to fiduciary standards. Our team delivers comprehensive and customized investment portfolio management and reporting to each organization based on their individual…
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Our dedicated Private Investments team works with families and institutions to create personalized portfolios in private equity, venture capital, real estate, and credit strategies. We understand our clients’ goals and leverage our network to find…
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As Family CFO for successful families, executives and business owners, we provide cohesive advice and customized solutions for all financial matters. We are a highly dedicated service team with diverse educations, backgrounds, and professional experiences…
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Our Strengths Are Your Advantage The Diederich Simmons Perez team is part of Moneta, ranked by Barron’s nationally as a Top 10 fee-only Registered Investment Advisor (RIA) nine years standing for their combination of quality…
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What it Means to Work With Us We are not bankers, brokers or salespeople. We are a family office for business owners and their families, a hub of your financial well-being, quarterbacking every challenge and…