# Moneta

- **Website:** <https://monetatrust.com>
- **Primary alias:** `monetatrust.com`

## Description

Moneta is a distinguished Registered Investment Adviser that combines boutique-style service with the robust resources of a well-established firm. As a 100% partner-owned organization, decision-making is led by advisors who prioritize long-term client relationships over short-term gains from outside investors. Moneta serves over 6,000 individuals and families, emphasizing personalized financial strategies tailored to meet unique goals. Their team collaborates to address complex financial challenges, ranging from tax planning to navigating liquidity events, ensuring that each client receives customized solutions rather than cookie-cutter plans. Committed to community engagement, Moneta also supports charitable initiatives, further reflecting their values. Their comprehensive services encompass investment management, estate planning, and more, all designed to help clients build and preserve wealth across generations. By fostering meaningful relationships and maintaining a client-first approach, Moneta strives to make every financial decision count in your journey toward financial well-being.

## Industries

- 💰 Finance
- 💰 Investing _(under Finance)_
- 📊 Business and Consumer Services
- 📊 Business Services _(under Business and Consumer Services)_
- 💰 Insurance _(under Finance)_

## Links

- [facebook](https://facebook.com/MonetaGroup)
- [linkedin](https://linkedin.com/company/monetagroup)
- [twitter](https://twitter.com/monetagroup)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idn6VGm7qi/w/90/h/78/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1784840594440)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idn6VGm7qi/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1784840594765)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Ocean Green | #41ba77 | accent |
| Pickled Bluewood | #233442 | dark |
| Tulip Tree | #e6a636 | light |

## Fonts

- ui-sans-serif — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idn6VGm7qi/w/1500/h/500/idPNf4gsW0.jpeg?c=1bxid64Mup7aczewSAYMX&t=1784840594583)

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_Source: <https://brandfetch.com/monetatrust.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._