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.
Experience the Difference: Your Financial Journey, Your Way
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, 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
Rankings, Ratings, or Lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Moneta by any of its clients. No payment was made for inclusion in this ranking. Forbes (FB) Top Women Wealth Advisors ranking dated February 2017,2018, 2019, 2020, 2021, 2022, 2023, 2024 based on data provided to FB for time period ending Sep. 30, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, methodology; Best-In-State Wealth Advisors ranking dated April 2024, 2023, 2022, 2021, 2020, 2019, 2018 based on data provided to FB for time period ending Sep. 30, 2023, 2022, 2021, 2020, 2019, 2018, 2017, methodology.
Thought leadership
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Fifty and Fabulous
“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points…
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How We Navigate Financial Planning in an Election Year: Key Insights and Strategies
Election years are notoriously turbulent, not only in the political arena but also across financial landscapes. The potential for a…
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Monthly Recap – August 2024
Monthly Observations Early Carnage Followed by Sharp Recovery Multiple catalysts triggered sharp risk-off moves in the equity markets to start…