Preserving what you've built. Preparing for what comes next.
Moonstone Asset Management provides independent, fiduciary wealth counsel — from disciplined investment management to legacy preservation and generational planning.
Wealth management for the long arc
For over 15 years, we've guided clients through the financial decisions that matter most — from building and growing wealth to 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, unconflicted, and built for the long term.
Get in Touch.
Managing wealth is a long-term relationship — and it begins with a conversation.
We welcome inquiries from individuals and families seeking independent, conflict-free investment counsel.
clientservices@moonstoneasset.com
(847) 205-5210