Teams
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Meet our Team Investment Team Moneta’s advisory teams are backed and guided by the firm’s internal investment department of approximately 20 specialized experts who help maximize the value-add for our clients. This team provides institutional-quality…
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Independent Moneta is a privately owned, independent financial planning and wealth management firm. This means that we are not affiliated with any one company, and our business model is not predicated on the sale of…
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Services for Individuals & Families Family Office An industry leader in providing Family Office planning, Moneta Family Office Solutions provides a total wealth management solution for ultra-high-net-worth investors ($20M-$1B+) Family CFO Moneta’s Family CFO services…
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At Moneta we are Objective.Independent. Comprehensive.Never driven by commissions. Denver Financial AdvisorsWhy Financial Planning Matters People with a comprehensive financial plan feel more confident about their finances. 53% 53% of people with a comprehensive financial plan are very…