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Our Team - Moneta MONETA BY THE NUMBERS $37 4 BILLION AUM *as of 12 31 23 LOCATIONS IN 6 CITIES >500 EMPLOYEES
Moneta Wealth Advisers and Financial Services Working with your Moneta advisor, put your goals into action through personalized planning and counsel tailored to your timelines and risk tolerance Overcome the unexpected
Start Your Conversation with Moneta We maintain all kinds of relationships with our clients across the U S So whether you land in one of our main offices or inside our inbox, we look forward to serving your needs and solving your financial challenges
Compardo, Wienstroer Janes - Moneta Empowered by Moneta’s large-scale resources, we have the unique ability to focus entirely on making your goals and desires a reality Whether that requires a day-to-day focus on the details that are most important to you, or an understanding of the bigger picture needs that you hope to achieve
About Moneta - Registered Investment Advisers Boutique-style but backed by big firm resources, Moneta is a 100% partner-owned Registered Investment Adviser What does that mean to you? Our business decisions are made by advisors, not by outside investors who might be focused solely on short-term return
Who We Are - Moneta Our team approach ensures we are always prepared to help you navigate your unique life’s path as we leverage our collective skills and expertise for your success Our team is multigenerational because our client relationships are multigenerational We proudly work with clients at every stage of the financial life cycle—whether you are building a career or planning for the […]
Investment Advisors and Certified Financial Planners - Moneta Moneta Group is a fee-only wealth management firm offering large-scale resources combined with personalized attention Our advisors help establish customized financial plans for high-net-worth individuals and families
Log In to the Moneta Central Client Portal Moneta Central Web Portal - Within the portal, you can engage in real-time conversations with your dedicated advisory team, view investment details, access and sign important documents securely, and keep abreast of relevant content that's tailored to your needs
Matthew Sallaberry Advances to Partner at Moneta - Moneta Moneta’s Board of Managers unanimously approved Matthew Sallaberry to be promoted to Partner in the firm His path to and through Moneta demonstrates how the firm both attracts and develops talent
Kittner - Moneta Who We Are Led by our firm’s CEO and Chairman of the Board, we are a passionate team who are obsessively committed to deeply understanding our clients while helping them meet their needs and achieve their goals We strive to deliver a “family office” experience for everyone and our service extends well beyond investments to […]