COMPARDO, WIENSTROER,
CONRAD & JANES

WHO WE ARE

WHAT WE DO

FAMILY OFFICE

Ultra-affluent, multigenerational families

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PROFESSIONAL ATHLETES

Current and former professional athletes

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FAMILY CFO

Wealth builders and those with significant wealth

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WHY WORK WITH US

WE MAKE A DIFFERENCE

In everything we do — for our clients, our community, and our colleagues — we go to extraordinary lengths to make a positive impact in their lives.

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NEWS & MEDIA

INVESTMENT REPORT: The Next Chapter and Suffering Some Whiplash

Jul 29, 2021

Aoifinn Devitt | Chief Investment Officer Second Quarter 2021 Five Considerations Impacting the Remainder of 2021 Vaccine Rates and Reopening: As...

Moneta CIO Aoifinn Devitt: Portfolio Management Considerations When Allocating Assets

Jul 23, 2021

How should investors manage their portfolio’s asset allocation within the context of high equity performance and current low-yield environment? In a...

Moneta Attracts International Investment Strategist as New Chief Investment Officer

Jun 29, 2021

Ireland native, Aoifinn Devitt, brings extensive industry expertise and wide breadth of experience to one of America’s top 10 independent RIAs....

When Your Family Vacation Home Turns Into More Than A Home

Jun 29, 2021

By Anna McDonald It’s no exaggeration to say every family going on vacation at some point has had an “Oh no!” moment. Ours was a few years ago...

Affordable Care Act Intact After Supreme Court Rejects Challenge To Obamacare

Jun 18, 2021

By Anna McDonald and Benjamin Trujillo, JD, LLM – Senior Advisor On Thursday, the Supreme Court dismissed the third (and likely final) challenge to...