Oliver Cragan

Advisor - the Berry Machnowski Team @Moneta

Worcester, MA, US

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to its clients that only an independent company can offer. The firm was ranked among the nation’s Top 10 independent RIAs by Barron’s for its combination of quality and scale in 2018, 2019 and 2020. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. They help clients secure their current financial wealth and plan for the future they imagine by developing earning, spending, saving and tax strategies to support that vision; then they take care of the detailed work to implement the plan for them.