Falcon Wealth

Moneta Group, based in Mission, KS, is dedicated to transforming wealth management into a powerful tool for making a difference in clients' lives. With a focus on personalized planning and tailored counsel, they help individuals and families navigate financial challenges and achieve their unique goals. With a robust team of 500 employees and a commitment to long-term relationships, Moneta Group serves over 7,000 families and institutions across six cities, managing approximately $374 billion in assets. Their mission is to ensure that clients are prepared for life's unexpected events while securing a financial legacy that can benefit generations to come. Generated from the website

Moneta Group, based in Mission, KS, is dedicated to providing personalized financial planning and wealth management services tailored to individual goals and risk tolerance. With a commitment to helping clients navigate life's challenges, they focus on creating financial strategies that ensure security and legacy for generations to come. Founded to withstand the test of time, Moneta Group serves over 7,000 families and institutions, managing approximately $374 billion in assets. Their experienced team emphasizes the importance of proactive financial planning, encouraging clients to engage with a wealth advisor before pivotal financial events occur. Generated from the website

Palmer Square Capital Management LLC is a financial services company based in Mission, Kansas, specializing in lending to and investing in corporate debt securities of privately held companies across various sizes. With approximately $34 billion in assets under management and a team of 32 investment professionals, the firm offers customized investment solutions, private funds, mutual funds, and exchange-traded funds focussed on corporate and structured credit. The company operates a structured credit platform that includes various indices, such as the Palmer Square CLO Senior Debt Index and the Palmer Square EUR CLO Debt Index, which provide observable pricing and total return metrics for CLO debt in the U.S. and Europe. Guided by a clear philosophy and strong business principles, Palmer Square Capital prides itself on a high client retention rate of 95%, reflecting its commitment to serving clients globally. Generated from the website