Moneta Group - Dunston Financial Team
Let's make every moment count together
5.0
★★★★★
19 reviews
Wealth management firm serving families, institutions, and individuals with $50.54 billion AUM.
About
Moneta Group Investment Advisors is built for today, tomorrow, and generations to come. They serve 8,000+ families and institutions with $50.54 billion AUM across 10 office locations nationwide.
The firm provides wealth management, family office services, trust services, and institutional investment management.
Fee-only Wealth Management
Fiduciary advisors
$50.54 billion AUM
8,000+ families and institutions served
10 office locations nationwide
~600 employees
Objective, Independent, Comprehensive, Never driven by commission
Services
Wealth Management
Personalized planning and counsel tailored to timelines and risk tolerance.
Financial planning
Investment management
Goal-oriented process
Family Office Services
Comprehensive family office services.
Trust Services
Trust and estate planning services.
Institutional Services
Investment management for institutions.
Credentials & Certifications
J.D.
CFP®
LL.M.
CEPA
CFA
Reviews
Rating
5
★★★★★
Reviews
19
"Lynn helped me navigate that experience with almost constant support."
Contact Moneta Group - Dunston Financial Team
Opening Hours
Location
Location of Moneta Group - Dunston Financial Team, 200 Columbine St Suite 220 Office 230, Denver, CO 80206 · View on Google Maps
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