Wealth Management
Managing your wealth is much more than simply investing your money and monitoring
its performance. It is portfolio management. Investment counseling. Personal
wealth planning. Estate planning. It’s managing your risks while executing
a plan to create, grow and protect your assets.
Your Credit Union’s trusted partner, the Moneta Group, provides innovative, high-quality solutions in wealth management. Your Moneta Group advisor can design a plan, propose viable solutions and manage your portfolio to help you to achieve your goals.
You’ve worked hard to accomplish your financial goals. Why not benefit
from the coordinated and comprehensive wealth management services of the Moneta
Group. For additional information, contact the Credit Union at 314-771-7700
or 800-325-9905 ext. 212.
The insurance and investment products offered by Moneta Group are not insured by the National Credit Union Administration (NCUA) or any other state or federal agency which insures deposits; are not a deposit or other obligation of, underwritten or guaranteed by, the Credit Union or any affiliate; and, are subject to investment risks, including the possible loss of principal invested or premiums paid. Investment advisory services offered through Moneta Group Investment Advisors, Inc., a federally registered investment advisor. Member FINRA& SIPC.