ONE TRUSTED RELATIONSHIP TO MANAGE A LIFETIME OF ASSETS

Moneta Trust ensures that the long hours we have worked with you to clarify your goals are carried through when it matters most. Our wholistic relationship with you positions us best to execute your wealth transfer plan. We not only fully understand your vision, but we also have the resources to assist with the other necessary tasks in transferring wealth that can seem particularly daunting during times of transition.

We added this service for our clients to meet the expected demand of the large transfer of wealth over the next 25 years. Moneta Trust launched in May of 2021 in our Mission Woods, KS office with services now available to all our clients nationwide.