Guidance in the right direction.

We combine financial planning and tax expertise to create a customized strategy to help you accomplish your goals.
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Our advantage is a true understanding of how to manage your money.

True Tax
Planning

We know tax law. Our tax planning strategies are integrated into the strengths of what we do for every client. We help navigate the ever-changing tax code with our team of CPAs to find opportunities that minimize tax liability now and through retirement.

Risk
management

Your family is your greatest asset. Part of serving our clients is helping to reduce financial burdens by preparing and insuring for the unexpected. After all, risk management is really asset management, and we believe that it is one of the most important aspects of financial planning.
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Investment
management

Investment management is more than just developing and implementing strategies to help meet your investment goals. As advisors, we want to guide you to pursue financial independence. We develop strategies to manage your current assets and provide the best course to maximize your rate of return based on your tolerance for risk.

Financial
Planning

Our guidance includes a strategic plan for you and your family that looks at all aspects of your personal financial goals and retirement plans. By getting to know you personally we can create a customized financial plan that is fluid and flexible.
True Tax
Planning
True Tax <br> Planning
We know tax law. Our tax planning strategies are integrated into the strengths of what we do for every client. We help navigate the ever-changing tax code with our team of CPAs to find opportunities that minimize tax liability now and through retirement.
Risk
management
Risk <br> management
Your family is your greatest asset. Part of serving our clients is helping to reduce financial burdens by preparing and insuring for the unexpected. After all, risk management is really asset management, and we believe that it is one of the most important aspects of financial planning.
Investment
management
Investment <br> management
Investment management is more than just developing and implementing strategies to help meet your investment goals. As advisors, we want to guide you to pursue financial independence. We develop strategies to manage your current assets and provide the best course to maximize your rate of return based on your tolerance for risk.
Financial
Planning
Financial <br> Planning
Our guidance includes a strategic plan for you and your family that looks at all aspects of your personal financial goals and retirement plans. By getting to know you personally we can create a customized financial plan that is fluid and flexible.
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We approach complex problems with a unique and comprehensive approach that blends tax and financial planning.

In the hands of an experienced team of professionals, you can be put on the path to financial independence. We look for opportunities to manage and construct portfolios that ideally minimize costs and risks with a propensity towards growth.

We have the confidence, experience and focus to point you in the right direction.

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Will the Impending Tax Changes Impact My Retirement Plans?

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The consistency of our outcomes is by design.

The Compass Wealth team has been assisting clients to safely maneuver every area of their financial lives since 2000. Here’s what you can expect when you partner with us:

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Focused Tax Planning

Focused Tax Planning

We have three CPAs who focus on minimizing your tax exposure so that you can optimize your hard-earned savings to their fullest potential.
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Multi-Generational Wealth Expertise

Multi-Generational Wealth Expertise

We feel it is a great accomplishment when a family trusts us not only to preserve and grow their wealth but also pass their financial legacy to future generations. We are substantially higher than the national average for multi-generational asset retention. We achieve this by planning and preparing while the matriarch or patriarch of the family is still living.
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Holistic Services

Holistic Services

By working with Compass Wealth, we can provide you with a full complement of services to manage your financial affairs no matter what state your finances are currently in. There is comfort in knowing that you can be on the right path when you are guided by skilled advisors with many financial tools and resources.

Compass Wealth Blog

Keep updated on how the latest financial trends impact you!

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Tax-Advantaged Accounts for Retirees

Tax-Advantaged Accounts for Retirees

The right investment advice is critical, especially for retirees. As part of that, tax planning is highly valuable to ensure you’re getting the most out...
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