About Us
WHO WE ARE
An independent, privately-held wealth advisory firm providing comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the Continent.
Driven by our core values and entrepreneurial spirit, Moneda & Insurance Wealth Protector offers clients an elevated standard of service marked by integrity, independence and insight.
OUR MISSION
At Moneda & Insurance Wealth Protector, our mission is clear: to address the long term goals of our clients and their families with customized financial strategies, investment and liquidity solutions delivered with the utmost integrity, transparency and commitment to the fiduciary standard.
OUR VALUES
INTEGRITY
We work with you to come up with ideas that are right for every one of our clients.
PROFETIONALISM
Your satisfaction is our #1 priority. We'll do what it takes to find the
best solution.
COMMITMENT
Our priority is that your needs are met, to your full satisfaction, every time.