Jackson Wegner

Financial Advisor @Moneta

Denver, CO, US

Moneta is a fee-only wealth management and financial planning firm. We help individuals, families, and businesses accomplish strategic goals through the effective management of financial resources. This may mean funding a child’s education, putting in place a sound retirement strategy, establishing a deferred compensation plan or other executive benefit plan, or perhaps transferring an estate in a way that minimizes taxes. Financial goals are different for everyone; therefore, we never utilize a “cookie cutter” approach when helping our clients accomplish their financial objectives. At Moneta, our only goal is to help our clients accomplish theirs.