The Dunston Team of Moneta is a premier financial advisory firm in Denver, CO offering solutions to those looking for a personalized approach to wealth management with a high level of care. We believe that our fiduciary, fee-only framework helps to set us apart from sales-based brokerages and banks. It is our priority to ensure that your interests take precedence over ours as we strive toward helping you reach your financial goals.
At Moneta, our boutique-style wealth advisory and family office provides total wealth management solutions for successful executives, families, and business owners. As a full-service provider of advanced estate, tax, philanthropic, family business, and investment planning consulting services, we offer large-firm resources with a small-firm feel.