Sheehan Steffens Akins Han Team
More Time
We have concierge services to assist you with things like bill pay and bookkeeping. We are also available to help you have some of the difficult conversations in family meetings and inheritance discussions. Consolidating your wealth creates efficiencies for you:
- Fewer meetings
- Less paperwork
- Fewer login credentials to track
- Less work at tax time
Clear Alignment
Having a singular financial advisor partner, like Moneta, means you don’t have to manage the managers, and there is no question on accountability. We are committed to doing what’s in our clients’ best interest, which includes:
- Consolidated reporting
- Consistent investment policy
- Comprehensive tax strategy considerations
- Holistic portfolio allocation
Returns
Some engage with multiple advisors to try to attain investment diversification. In analyzing the numbers of individual stock positions of each fund, we have found that approach more commonly leads to duplication and dilution. Also adding to the bottom line, advisory fees we have found are also less with a singular financial advisor. Fee structures at most firms benefit those who consolidate.
Our Wealth Management Team
Our team has the depth and breadth of experience to serve you and your family’s legacy today and for years to come.
Katelyn Norris
Senior Client Service Manager
Jennifer Twohy
Concierge Services
Tara Wilson
Concierge Services
John Dames
Client Service Manager
John Durrwachter
Client Service Manager
Neil Eidson
Client Service Manager
Hunter Koenig
Client Service Manager
Kendrick Lumma
Client Service Manager
Sarah Meyer
Client Service Manager
Jack Mika
Client Service Manager
Emily Morgan
Client Service Manager
Jimmy Pudlowski
Client Service Manager
Jackson Taylor
Client Service Manager
Jaeden Lee
Bookkeeper
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
-
T is for Tariffs
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…
-
One Week Later…
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly…
-
Monthly Recap – October 2024
Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk markets carried through for most…