Here are a few of our service offerings

  • Executive Benefit Planning

    Comprehensive, customized, and tax-efficient strategy for corporate executive compensation benefits.

  • Retirement Planning

    An essential part of all Financial Planning, setting goals and keeping on-track for a stable, post-work future

  • Personalized Wealth & Investment Management

    Investment advisory incorporating financial and portfolio planning for high-net-worth individuals

  • Education Planning

    Maximizing tax-efficient investment strategies to fund the projected cost of educational goals.

  • Charitable Giving

    Customize the manner in which you give charitably to maximize your tax benefits and stay aligned with your long-term goals.

  • Estate Planning

    Multi-generational wealth depends on passing on more than just assets. Smart estate planning has a positive impact for families.

  • Optimizing Income Strategies

    Identifying the most tax efficient withdrawal strategy across your investments.

  • Risk Management

    Advise on life, disability, and property/casualty insurance to ensure your level of protection aligns with your goals of protecting your family and your assets today and beyond.

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We are here to serve you

Corporate Executives

Like most busy professionals, your focus is on building assets in your peak earning years, saving and investing for retirement and securing your family’s future needs. The pressure of a demanding work schedule, aging parents, and growing kids can leave you feeling uncertain about your financial future. 

Corporate executives have unique wealth management challenges as a result of corporate compensation structures, especially the accumulation of financial assets invested in various forms of company stock. Compass Wealth Management helps our executive clients by advising them on the timing and prioritization of their various compensation programs to maximize their results over time in the most tax efficient manner. We will work together with you to devise a financial plan that is catered to your specific needs and partner with you over the long-term in executing and monitoring your plan.

Here’s how we can help you: Executive Benefit Planning, Retirement Planning, Banking and Lending Strategies, Investment Consultation, Risk Management, Wealth Transfer Strategies

Small Business Owners
& Entrepreneurs

As a business owner, you are likely very involved in the day to day operations of your company and responsible for long term planning decisions as well. What often gets lost is adequate planning for your own personal finances separate from your business interest, in addition to a carefully planned succession strategy or sale of your business interest. 

Compass Wealth Management can assist you in creating a plan to address the following questions:

  •  Am I monetizing my net worth outside of my business interest and why is this an important risk management strategy?

  • What can I be doing within my current business structure to maximize my tax efficiency?

  • How can I start to take steps today to enhance the value of my business for the future?

We can help you address these questions and create a clear strategy and plan for your goals, so that you can focus on what you’re best at -- successfully managing your business and personal life with peace of mind about the future. 

Here’s how we can help you: Business Sales and Valuation, Personalized Wealth & Investment Management, Banking and Lending Solutions, Charitable Giving, Retirement Plans, Risk Management, Estate Planning, Cash Management

Families & Individuals

We focus on you, your life, and how Compass Wealth Management can enhance your life through our services. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors, such as attorneys and CPAs to allow for continuity that is beneficial to your long-term success.

Using your goals as our template, we create an investment plan that is personalized to fit your time horizon, risk tolerance level, and any other unique developments that may arise in the future. 

Here’s how we can help you: Investment Consulting, Legacy Planning, Risk Management, Wealth Transfer Strategies, Banking and Lending Strategies, Retirement Planning