Moneta Group
Amanda Schmidt joined Moneta as an Advisor in 2017 because she wanted a deeper, more intimate and less sales-oriented relationship with her clients. At Moneta she found the opportunity to serve a much smaller number of clients, allowing her the opportunity to provide a far greater breadth of advice with more personal attention to each of them.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.