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

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.

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Core areas of service

Family Office

Resources to help you define, grow and protect your family enterprise for generations to come.

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Athletes & Entertainers

Your talent got you where you are. Ours will help you grow and protect what you earn.

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Personal CFO

You’ve made all the right moves so far. We can help you create a playbook to grow your success.

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Global Wealth

We can help you preserve and grow your wealth while managing the complexities of living abroad.

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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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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 2026, 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017 based on data provided to FB for time period ending Sep. 30, 2025, 2024, 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 2025, 2024, 2022, 2021, 2020, 2019 based on data provided to BN for time period ending June 30th, 2025, 2024, 2022, 2021, 2020, 2019, methodology.

Thought leadership

DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.

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