Moneta - Peter Racen

Welcome to Moneta - Peter Racen, where your financial future is our priority. Located at 100 South Brentwood Boulevard, Clayton, Missouri, we specialize in providing comprehensive wealth management services tailored to the unique needs of business owners, entrepreneurs, and high-net-worth individuals.

Founded by Peter Racen, a seasoned Family CFO and entrepreneur with a rich history in family-owned business, our practice is built on firsthand experience. Peter's journey began in a family business established by his grandfather in 1946, which faced numerous challenges, including the untimely passing of his father. This experience inspired Peter to start his wealth management practice in 1999, with a mission to guide other business owners through similar challenges.

At Moneta, we take a Collaborative Advisory Team approach, bringing together financial advisors, attorneys, accountants, insurance specialists, and property/casualty advisors to work cohesively for your benefit. This team-based strategy ensures that every aspect of your financial world is optimized, allowing you to focus on what truly matters.

Our specialties include Portfolio Management, Wealth Preservation & Distribution, Wealth Accumulation, Business Planning, Executive & Employee Benefits, Risk Management, Financial Planning, and Concierge Services. We are committed to helping you Protect, Promote, and Preserve the Richness of Life™, so you can pursue your goals with confidence.

Discover the Moneta difference today, where we are reinventing wealth management to deliver unparalleled service and results. Let us help you achieve the financial security and success you deserve.