Preserving what you've built. Preparing for what comes next.
Moonstone Asset Management provides independent, fiduciary wealth counsel to families navigating the full arc of financial life — from wealth accumulation and investment strategy to legacy preservation and generational planning.
Wealth management for the long arc
For over 15 years, we've guided families through the financial decisions that matter most — wealth accumulation, business transitions, estate planning, and the transfer of assets to the next generation.
Every portfolio we manage is built entirely in-house — by the same advisor who knows your complete financial picture. No third-party managers, no model portfolios.
As an independent, fee-only fiduciary, our only obligation is to you. No conflicts, no proprietary products. Just integrated counsel delivered with the care and continuity it deserves.
Karen Natkin — Founder & Principal
Karen founded Moonstone in 2008 with a clear conviction: that families with complex financial lives deserve the same caliber of counsel once reserved for institutional investors and large family offices — delivered by an independent advisor with no conflicts and no agenda.
Over more than 15 years, she has developed deep expertise in the challenges that define this stage of financial life: concentrated wealth, multigenerational planning, estate preparation, business transitions, and the often-overlooked behavioral dimensions of long-term investing. Her approach is rigorous, personal, and built for the long term.
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Comprehensive Wealth Management
Holistic Wealth Planning
We build a complete financial roadmap around your life — integrating cash flow, tax strategy, risk, and long-term goals into a single, cohesive plan.
Estate and Legacy Preparation
Your wealth represents decades of work. We help you protect it, structure it with intention, and prepare it for transfer — coordinating with your estate attorney and tax advisors to ensure nothing is left to chance and nothing is left behind. For families thinking across generations, this work is not optional. It's foundational.
In-house Investment Management
Every portfolio we manage is built and overseen entirely in-house — by the same advisor who knows your complete financial picture. No third-party managers, no model portfolios, no algorithms.
Contact Us.
Whether you prefer a call, email, in-person or virtual meeting, let’s schedule a time to talk. This is your investment story — we’re happy to be a part of it.
clientservices@moonstoneasset.com
(847) 205-5210