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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
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
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
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
Moneta Advisory Services No matter what stage you’re in on your wealth journey, the Moneta Advisory Services Team can help you plan for the future you imagine Whether you’re just starting out or looking to retire, we are here to help you make life’s big decisions
Coleman Sheehan - Moneta Looking to be more involved in the planning stages of finance, he joined Moneta Group At Moneta, Coleman works in partnership with Jim Blair to alleviate any and all financial concerns their clients may face
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
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 […]