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.

  • We make things simple and straightforward, so you understand exactly where your money is invested and why.

 

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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