Fee-Only Investment Advisory Firm
We are an independent, Fee-Only, Wealth Management and Investment Advisory firm serving corporate executives, business owners, and retirees.
Boutique Service, Big Firm Power
At Compass Wealth Management, we pride ourselves on offering the best of both worlds: the personalized attention and tailored service you expect from a boutique firm, combined with a large financial institution's robust resources and capabilities.
Financial Planning
Our industry typically emphasizes initial planning, which often becomes more reactive over time. We take a different approach.
We thoroughly explore all aspects of our clients’ finances at the start of our relationship, and we prioritize which areas need attention in the future. Crucially, we have a well-defined schedule to regularly update a client’s plan.
Click here to learn more about our Financial Planning services.
Investment Management
With approximately $260 million in assets under management*, we have the scale to engage with major investment companies to provide personalized investment solutions for you.
Many of our larger competitors with the same investment company access find it harder to customize investments for their clients on an account-by-account basis due to the high volume of accounts they handle.
At Compass Wealth Management, we pride ourselves on our ability to highly customize clients’ investments. We carefully consider legacy holdings and/or low-basis stocks and optimize unique income and hedging strategies specific to each account.
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*As of Q4 2024
