Moneta Group
When serving as Family CFO, Moneta Group Partner Dan West strives to serve as his clients’ advocate and act in their best interests at all times. In order to be extremely proactive and responsive to clients’ needs, Dan and his team work to build close relationships with them based on trust and understanding.
This person is not in any teams
This person is not in any offices
Moneta Group
1 followers
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.