COMPARDO, WIENSTROER, CONRAD & JANES

WHY WORK WITH US

MEANINGFUL METRICS

Number of times CWCJ has been recognized as a top advisor in the U.S. by leading industry publications

Five-year client retention rate

Assets under Advisement (AUA) as of 12/31/19

YOUR SUCCESS = OUR SUCCESS

As a result of the trust clients have placed in us, CWJC is humbled
to be recognized by these leading national and local industry publications.

WHAT MAKES CWCJ DIFFERENT

SCALE – Our size, deep bench of highly-credentialed, diverse professionals, and a limited client base allows us to provide a truly comprehensive and robust client experience

STRUCTURE – Access to Moneta’s back-office support services allows us to spend our time where it matters most:  serving our clients

OBJECTIVITY – Clients trust that our fee-only advice is objective and unbiased, offered with their best interests in mind

CONTINUITY – Structured succession planning with a focus on multigenerational talent ensures we will be here to serve our clients for years to come

RESPONSIVENESS – In an industry that is becoming increasingly automated and impersonal, we make every effort to be immediately accessible to our clients (backed by a 24-hour response policy when necessary)

Compardo, Wienstroer, Conrad & Janes is a member of the Family Office Exchange (FOX). FOX is the world’s leading peer-to-peer network for ultra-wealthy families and their advisors and is the leading authority related to matters of sustaining wealth across generations.

CONNECT

COMPARDO, WIENSTROER,
CONRAD & JANES

100 South Brentwood Blvd
Clayton, MO 63105
314-244-3377

1900 Shawnee Mission Pkwy, Suite 225
Mission Woods, Kansas, 66205
314-374-3022

 

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