Your Wealth Simplified.
Moonstone Asset Management is an independent, concierge investment firm serving Chicago’s North Shore and beyond
Investing doesn’t need
to be intimidating
For over 15 years, we have helped clients navigate complex financial choices as they transition from one life stage to the next. Using a hands-on approach, we craft custom portfolios tailored to your current lifestyle and future goals.
Our fee-only structure allows us to provide unbiased, conflict-free guidance. We only act in your best interest as we strive to preserve, protect and grow your wealth.
Hi, I’m Karen Natkin,
Founder of Moonstone Asset Management
My journey into the investment industry was unconventional.
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Comprehensive Wealth Management
Investment Management
Our portfolios are managed in-house and custom made for you. No algorithms, no models, and no conflicts-of-interest.
Financial Planning
Holistic wealth management is about more than risk tolerance. We look at cash flow needs, behaviors, and values to inform your investment roadmap.
Retirement Planning
We take an evergreen approach to retirement planning. Our lives are always in motion, so we continuously evaluate what you need in real-time.
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