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 using their wealth to create impact—building a legacy that reflects their values and makes a meaningful difference in the world.
That’s why Moneta is among the few wealth advisory firms with a dedicated Chief Philanthropy Officer—a role designed to help clients connect purpose with planning.
Connecting Wealth to Purpose
As Deb explains, philanthropy is deeply personal:
“Clients get to choose where they want to have influence and impact. They pick the issues and initiatives that matter most, and we help them build a thoughtful, deliberate strategy to achieve it.”
At Moneta, we believe every individual has agency—the ability to make a difference. Whether your interests are global or local, traditional or unconventional, our team helps identify and vet opportunities aligned with your goals. Each opportunity undergoes rigorous due diligence, ensuring that both investments and philanthropic efforts deliver measurable, credible outcomes.
Our approach is grounded in the idea of the art of the possible—helping clients explore what can be achieved when purpose and expertise intersect.
Learning Along the Journey
Philanthropy is not just about giving—it’s also about learning. As Deb notes, “We teach clients along the way, helping them understand everything from how nonprofits work to how to interpret impact dashboards that measure outcomes.”
Through this process, clients gain skills, confidence, and clarity about their role as changemakers. They learn to evaluate reasonable risks, interpret impact metrics, and develop long-term strategies that align giving and investing in meaningful ways.
Our advisors and clients share a common role: stewardship. Clients are stewards of their capital, and we are stewards of our clients—guiding them through both financial and philanthropic landscapes with care and discernment.
Finding the Right Partners for Impact
When it comes to giving, selecting the right organizations is critical. We help clients engage with nonprofits that are transparent, well-governed, and sustainable, ensuring every contribution is directed toward effective, mission-driven work.
“We often see clients with overlapping interests,” says Deb. “When we can connect them to causes—or even to one another—the impact multiplies.”
These connections often lead to collaborative giving, where clients unite around shared goals. Whether it’s funding scholarships that open doors for students or investing in community initiatives, these collective efforts amplify impact and foster meaningful relationships.
Redefining Legacy
For many clients, philanthropy is deeply tied to legacy—the desire to honor personal experiences and loved ones.
Deb shares her own perspective:
“As a young widow, I think a lot about legacy. About how we carry the influence of others and how we can memorialize them through giving. Many of our clients have similar stories, and we help them channel that desire into positive, lasting impact.”
Today, the concept of legacy is evolving. Clients are increasingly embracing the idea of “giving while living”—using their resources to create change now, not just through future bequests. This approach allows them to see their impact firsthand, build relationships with the causes they support, and learn from the process.
The Overlap Between Impact Investing and Philanthropy
This philosophy also extends to investing. Impact investing represents the bridge between financial performance and social good—a “double bottom line” approach that delivers both measurable returns and measurable change.
As Aoifinn notes, “The beauty of impact investing is that it allows your capital to go to work, come back, and go to work again—creating a continuous cycle of impact.”
Increasingly, clients are exploring ways to integrate impact investing within their philanthropic structures, blurring the traditional lines between giving and investing. These hybrid approaches enable charitable funds to grow while continuing to advance meaningful missions.
Fulfilling Your “Why”
Ultimately, both philanthropy and impact investing come down to purpose and understanding why you want to make a difference. Then finding the most effective way to do it.
At Moneta, we help clients articulate that why and turn it into a strategy that aligns values with action. Whether through investment, giving, or a combination of both, we guide you in creating a legacy that’s deeply personal, powerfully intentional, and enduringly impactful.
“Let’s have a conversation,” says Debb. “Let’s find a way for you to fulfill your why.”
To learn more about how to get started please email thecompardoteam@monetagroup.com.
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