
Athletes & Entertainers
Protecting your success is our passion.
We are your coach
We sit on the bench for you as your financial advocate and coach. As you focus on reaching your maximum potential, we take the responsibility of co-developing and maintaining a comprehensive plan for sustaining financial success throughout your career and beyond.
Core service offerings
Each area is tailored to your specific situation.
Investment Management
Risk Management
Cash Flow Management
Asset Protection
Contracts & Benefits
Tax Planning
Retirement Planning
Charitable Giving
We’re there for every stage of your career
Early career years
- Financial fundamentals
- Education
- Budgeting
- Credit building
Peak earning years
- Contract and benefits
- Savings and investing
- Asset protection
- Mitigate risk
Post career years
- Transition planning
- Family financial planning
- Estate planning
- New career planning

We Know the Game
Thought leadership
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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This Is Not Your Parents’ Wealth Management
Compardo, Wienstroer & Janes at Moneta A moment is just a moment until you string enough of them together and…
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Monthly Recap – September 2026
September Observations Seasonal Market Trends Repeat Historically, September witnesses challenging market performance and this past month was no different. Though…
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Quarterly Newsletter: Q3, 2026
Compardo, Wienstroer & Janes | Moneta CWJ Quarterly Newsletter — Q3 2026 Compardo, Wienstroer & Janes Quarterly Newsletter Q3 2026…
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