News Room
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Compardo, Wienstroer & Janes at Moneta Artificial intelligence(AI) has quietly become one of the most transformative tools of our time. From drafting emails, doing medical symptom searches, even generating dinner recipes, AI assistants like Claude,…
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Compardo, Wienstroer & Janes at Moneta Why the Right Financial Team Is Critical Choosing a financial advisor is often framed as choosing one person. But the most complex moments in your financial life, a business…
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Compardo, Wienstroer & Janes | Moneta Your life doesn’t stop at a border. Your financial advice shouldn’t either. Whether you’ve relocated abroad, split your time between countries, built a family with ties on both sides…
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Compardo, Wienstroer & Janes | Moneta Moneta | Compardo, Wienstroer & Janes — Q3 2026 Newsletter MONETA Compardo, Wienstroer & Janes Quarterly Newsletter Q2 2026 The second quarter brought a lot to celebrate, from three…
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Compardo, Wienstroer & Janes | Moneta The goal was always simple. Build something. Grow it. Protect it. The work had a rhythm, problems to solve, decisions to make, people counting on you. The pressure was…
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For non-U.S. investors, the American market presents genuine opportunity – deep capital markets, asset class diversity, and a legal framework that many find more transparent and enforceable than alternatives elsewhere. But the U.S. tax system…
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Compardo, Wienstroer & Janes at Moneta – Max Hood, Advisor, CFP®, ABFP® The world is watching the World Cup with billions of fans glued to screens, hearts pounding with every pass, every shot, every save.…
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Compardo, Wienstroer & Janes – Andy Likes, Director of Communications Every year, for one reason or another, people begin their search for a new Advisor to help guide their financial life. While personal referrals are…
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By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreements with openness, kindness, and a long-term plan for success. Getting married is an exciting time in life for the newly engaged couple,…
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Compardo, Wienstroer & Janes at Moneta – Andy Likes, Director of Communications For ultra-high-net-worth families, the real question isn’t whether you’ll have enough to retire. It’s whether the wealth you’ve built will still be working…
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By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the primary university platform for course information and communication, suffered a data breach through its parent company, Instructure. The hacking…
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Compardo, Wienstroer & Janes at Moneta – Our mission is simple yet profound: to help you navigate life’s path so you can protect the things you cherish most. For many of our clients, that path includes…
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You worked for decades with a clear objective: build enough wealth that money would never be a source of stress again. And by most measures, you succeeded. The number in your account is larger than…
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Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® High-net-worth families can face unique challenges when it comes to retirement accounts and estate planning. The combination of the Secure Act’s 10-year rule and high tax…
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It’s a question we get from all types of clients, “will I have enough?”. High-net-worth clients have substantial assets, but longevity risk still shows up as a very real concern no matter when you plan…
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At Moneta, we understand that for many clients, investing with impact is more than just a financial decision—it’s a reflection of personal values and a desire to create positive change in the world. But what…
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Compardo, Wienstroer & Janes – Benjamin A. Trujillo, J.D, LL.M Figuring out the future is never easy, but with the right team, the path can feel a lot clearer. Whether you’re planning to pass along…
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Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® For many HNW families, preserving wealth across generations is about more than just numbers — it’s about control, protection, and shared values. Trusts are a vital…
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Compardo, Wienstroer & Janes at Moneta If you resided in Missouri and incurred any damage where you paid part of your insurance deductible during a qualifying 2025 disaster to your personal residence, you could be…
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Compardo, Wienstroer & Janes – Garrett Reeg, MBA, CFP® For many families, particularly those who have high net worth, retirement accounts can often make up a significant portion of total wealth. These accounts are designed…
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Compardo, Wienstroer & Janes at Moneta The Dow hitting 50,000 is a headline. How your portfolio supports your next chapter is the real story. The Dow Jones Industrial Average topped 50,000 for the first time…
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We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 RIA Leaders list, giving Moneta the top spot among the largest fee-only registered investment adviser (RIA) firms in the United States. According to the report, Moneta leads the industry…
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What does it take to scale a wealth management firm without sacrificing independence or culture? For CEO and Chairman of Moneta, Eric Kittner, the answer isn’t found in spreadsheets or private equity deals—it’s built on intentional growth and a client-first mindset. On the Next Mile Podcast,…
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We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Financial Advisor Success podcast, part of the widely respected “Nerd’s Eye View” blog on Kitces.com. Maggie opens up about her personal journey in the financial…