Also known as Moneta
Moneta Group is a wealth management firm based in Saint Louis, Missouri. The firm provides individualized advice and counseling in the preservation, growth, and administration of wealth for high-net-worth individuals and families. The firm offers family office services including financial planning, estate planning, tax planning, investment services, and trust administration. Established 1869, Moneta Group provides Family CFO services to clients with complex financial lives. Moneta's financial advisors work with individuals and families in every stage of the wealth life cycle from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. They help clients secure their current financial wealth and plan for the future they imagine by developing earning, spending, saving and tax strategies to support that vision; then they take care of the detailed work to implement the plan for them.
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Moneta Group is a wealth manager based in St. Louis, United States, managing approximately $37.0B in assets.
Moneta Group is headquartered in St. Louis, United States.
Moneta Group manages approximately $37.0B in assets under management.
Moneta Group was founded in 1869.
Moneta Group focuses on Buyout, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital.
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