Mark Heffernan, AGT - Moneta Group

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100 S Brentwood Blvd Ste 500
Saint Louis, MO 63105
+1 (314) 726-2300
http://monetagroup.com

Moneta Group is a wealth management firm dedicated to helping individuals and institutions navigate their financial journeys, emphasizing personalized planning and counsel tailored to their unique goals and risk tolerances. With a commitment to building lasting relationships, Moneta serves over 7,000 families and institutions, managing approximately $37.4 billion in assets as of December 31, 2023.

Founded with the vision of lasting impact, Moneta Group aims to empower clients to overcome unexpected challenges while preparing for their financial legacies. Their team of experienced advisors is equipped to provide insights and support, ensuring that clients can focus on life's precious moments with peace of mind about their financial future.

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