Moneta Group
Moneta is an independent registered investment advisor that provides a full suite of financial planning services to successful individuals and families. It helps wealthy families protect their success and refine their investments. The firm also manages retirement plan benefits for closely-held businesses and organizations, employing a smart approach and emphasis on improving the retirement outcomes of their employees.
SERVICES
- Wealth Management
- Family Office
- Trust Services
- Employer Retirement Plans
- Foundations and Endowments