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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Monthly Recap – November 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President…
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Event Recap – Investment Insights: Navigating the Post-Election Financial Landscape
In the wake of a pivotal election, Moneta brought together a group of financial industry experts to share their perspectives…
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T is for Tariffs
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…