Compass Wealth, LLC, was founded in 2000 and has been working with families and individuals to pursue their financial and retirement goals ever since. Providing our unique combination of financial advisory and tax services for a holistic approach to their planning and retirement goals for more than 20 years has allowed us to refine our process into one that truly meets our clients’ needs.
Our clients benefit from the “one-stop-shop” approach because there is one relationship versus having a financial advisor and an accountant. Because we see the ‘big picture’ and we’re not owned by another firm, we are positioned to provide investment strategies that the client may not see elsewhere.
We customize our clients’ financial solutions. We believe each client has unique needs based on goals, timelines, and capacities for taking financial risk. We also know these needs can change over time, which is why we have a higher number of touchpoints to make sure we are always current with their financial picture and why we’ve chosen to be a boutique firm – so you always interact with principles and not a sales professional.
We’ve also developed a highly communicative approach so you’re always current on market trends. You can sleep better at night knowing your finances are in the right hands.
Our holistic approach to the services we provide has positioned Compass Wealth, LLC, to be the financial advisory solution for our clients. We work to integrate all of the services that impact our clients’ financial well-being in a way that makes sense for them.
From the beginning, our goal has been to provide our clients with a fully-integrated suite of services combining financial planning, investment management, risk avoidance, and tax services.
When you work with us, you benefit from decades of experience, knowledge, and process refinement to obtain a financial solution that is specifically tailored to your unique needs. We’ve developed a company culture that puts our clients first. We’ll do whatever it takes to help you achieve your financial goals.
What won’t you get? Cookie-cutter advice or one size fits all services. Instead, we’ll shape your financial plan around who you really are and what you want to achieve.
We are a fee-based advisor, which aligns our interests with our client’s interests. As a fiduciary, our client’s financial interests always come first. This is the highest ethical standard in the financial service industry, and it requires us to act in our client’s best interest at all times.
We have very flexible ways of communicating with prospective and current clients. Meetings can be held at our clients’ locations, our office, by phone, or Zoom. We welcome our clients to select the method(s) of communication that works best for them. Our clients’ need for information always comes first.
