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 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017 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; Barron’s (BN) Top 100 Women Financial Advisors ranking dated June 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016 based on data provided to BN for time period of Q1 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, methodology; Barron’s Top 100 Independent Advisors ranking dated September 2024, 2022, 2021, 2020, 2019 based on data provided to BN for time period ending June 30th, 2024, 2022, 2021, 2020, 2019, methodology.
Thought leadership
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Trump 2.0: Quick Thoughts on Results, Reaction and Implications
We sit here on Wednesday, November 6th, with one of the most expensive and dramatic Presidential campaigns behind us. Before…
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The Morning After the Night Before
As we digest the moment that a nation has been waiting for – there is one feeling that is universal…
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Third Quarter Investment Report
What a quarter. The last three months were filled with historic events, including an incumbent dropping out of the presidential…