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Chairman's Message


At Moneta Group, our mission is to be the premier provider of financial advice and Family CFO services to successful families. You can be assured that we will never lose sight of the fact that our clients and their financial goals are singularly important to us. 
    
In order to provide our clients with the level of service they desire and deserve, at Moneta Group:

  • We are passionate about what we do
  • We act only in our clients' best interest
  • We deliver ‘Raving Fans’ Service
Above all, we cherish our role as your Advocate; serving your best interests – and only your best interests. Combined with the depth and breadth of our expertise, we believe this is what sets us apart.



Peter G. Schick
Chairman