Because we work with a wide range of clients one-on-one, we understand there are major differences in goals, circumstances, and risk tolerances that are based on the three stages of your financial life:
Our services are designed to evolve with your financial needs, circumstances, and requirements. Because we use a highly tailored approach, we are able to meet your specific needs for the stage you are currently in and maximize the potential of your financial life as you look forward to the next stage.
We are uniquely structured to serve:
Pre-Retirees/Retirees
Pre-Retirees/Retirees
Just because you are in retirement or nearing retirement doesn’t mean the planning and management stage of your money is over. We can help you manage your money into retirement, allowing you to rest easier knowing your goals are being pursued.
Small Business Owners
Small Business Owners
Being your own boss is one thing, but being your own CPA is another… Don’t let important financial tasks and decisions fall through the cracks. Compass Wealth can help your small business in a number of ways, from helping you manage company assets, to deciding what retirement plan to offer your employees, to even helping you manage your personal assets.
Everyday Millionaire
Everyday Millionaire
You’re not your average high net worth individual, and you don’t need a cookie-cutter financial planner. Instead, partner with Compass Wealth to ensure your assets are managed in a way that is unique to you and checks all the boxes you have in mind.
Widows/Divorcees
Widows/Divorcees
Losing a spouse, whether through death or divorce, is so difficult, and unfortunately, the pain is often worse for people if they don’t know how to plan for the future without their spouse. If you’re feeling like you’re at a loss for what to do in your financial life or simply need a little extra guidance after a big life change, Compass Wealth can help you reevaluate, set new goals, and put your money in motion toward your future financial dreams.
Executives and Directors
Executives and Directors
It’s never too early or too late to start planning for retirement. Similarly, any day is a good day to be making tax-sensitive decisions about the investment of your assets. What do you own? What is it worth? At Compass Wealth, we have the expertise and specialization to help you with both!
Individuals & Families
Individuals & Families
A good financial plan is critical if you want to pursue your financial goals. Whether you are an individual looking to set yourself up for success financially or the head of a family hoping to create a legacy for your children and grandchildren, Compass Wealth has the breadth and depth of expertise to help you carve out a path toward your goals.
Our specialized services and knowledge serve our clients efficiently and with care. As our client, you are our #1 priority, and we will offer you our full support at all times.