The Compardo, Wienstroer & Janes Team
Make life your greatest investment.
We’re focused on one thing: helping you make the most of everything life has to offer.
Multigenerational Advisors
Keeping our sights on your success
Whether you’ve already built a strong foundation or are well on your way to establishing the kind of wealth you dream of, we’re here to take all that you’ve accomplished and advise you in ways to grow it into a legacy for you, your family and generations to follow.
Core areas of service
Family Office
Resources to help you define, grow and protect your family enterprise for generations to come.
Athletes & Entertainers
Your talent got you where you are. Ours will help you grow and protect what you earn.
Personal CFO
You’ve made all the right moves so far. We can help you create a playbook to grow your success.
Focused on you
Empowered by Moneta’s large-scale resources and a desire to collaborate, we have the unique ability to focus entirely on making your goals and desires a reality. Whether that requires a day-to-day focus on the details that are most important to you, or an understanding of the bigger picture needs that you hope to achieve, we have everything it takes to help your financial story unfold.
How We Succeed for Our Clients
Thought Leadership
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Freight is Fraught, and Banks make Bank
Markets continue to be noisy this week – as they digest market jitters at the end of last week (when…
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Totally Eclipsed
Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar…
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Monthly Recap – March 2024
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum…