What We Do

Because experience matters

Compass Wealth has been helping clients meet their financial goals for more than 20 years. Over the last two decades, we’ve developed a few specialized services that benefit our clients.

As you move through various stages of your life, we’re here to help you answer questions like:

  • When should I start taking social security?
  • Will I have enough money to retire at 65?
  • Is my family protected if something happens to me?
  • Is my portfolio structured to handle a major market correction?
  • Am I doing the appropriate things to pursue my goals?
  • How can I better position my holdings to reduce taxes?
  • How can I make it easy for my heirs to maintain their standard of living?
  • Am I taking too much (or not enough) risk based on my circumstances and goals?

Our services include:

Comprehensive Financial Planning

Get the full support you need in every area of your financial life so that you can pursue your financial goals no matter what stage of life you’re in.

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Tax Planning and Services

Rest a little easier knowing that your financial plan can be customized so it is tax-sensitive and your taxes are being handled by a professional.

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Investment Management

Grow your wealth by investing your assets in a tax-efficient way.

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Risk Management

Know that any risk you are taking is a suitable risk for you and your family.

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Schedule a free, no-obligation consultation with us.

Contact Us