Moneta adds to Colorado footprint with latest merger
Moneta, a fully partner-owned independent RIA with more than $30 billion in assets, is fortifying its presence in Colorado by adding a a team run by advisor tandem Amy Hiett and Mike Walsh to its network.
Moneta’s newest partner advisors are coming in from Wells Fargo, where they ran their practice as Juniper Wealth Advisors, with roughly $279 million in AUM, bringing the RIA’s business up to an estimated $34 billion.
“By bringing on top firms that share our vision and values, we all grow stronger,” Monera CEO Eric Kittner said in a statement. “Mike and Amy have deep expertise and a culture of caring for clients, employees, and the communities they serve, which makes them a perfect fit for Moneta.”
“While keeping the client-first benefits of operating as an independent fiduciary, we gain large-scale resources that will enhance our clients’ experience,” Walsh said.
The merger with Juniper grows Moneta’s geographic profile to six locations, including three in Colorado. After entering the high-growth Denver market in 2019, the firm onboarded a $450 million team led by Jaye Everland and Jason Sandry in Cherry Creek last year.
Hiett and Walsh’s team will continue to serve their clients at Boulder and will have office space at the Cherry Creek branch.
“Partnering with Moneta will allow us to expand our existing financial planning and investment management offerings to include philanthropic initiatives, tax planning, estate strategy, regulatory compliance, cyber security, and human resources,” Hiett said.
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