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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.
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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.
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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
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Thought leadership
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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The Great Rotation: Does It Finally Have Legs?
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist For those who believe…
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Fresh Faces, Short Cycles
Aoifinn Devitt – Chief Global Market Strategist An alternative title of this blog was “All changed, changed utterly.”, to paraphrase…
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Second Quarter Investment Report
Markets cruised through the halfway point of 2024 and as we take stock of the year-to-date numbers, we find ourselves…