General Info

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.