COMPARDO, WIENSTROER, CONRAD & JANES
WHY WORK WITH US
Five-year client retention rate
Assets under Advisement (AUA) as of 12/31/21
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.
CONRAD & JANES