Why Choose Compass Wealth Management?

Compass Wealth Management is proud to be an independent, Fee-Only wealth management firm dedicated to serving corporate executives, business owners, and retirees.

With over $260M in client assets under management, our team of Certified Financial Planners delivers personalized investment solutions and fiduciary care, backed by the trusted custody of Charles Schwab.

📫 We'd love to hear from you! If you are interested in scheduling a meeting with our team, we welcome you to visit our site: https://www.compasswm.net/contact-us 

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This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of November 8, 2024, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.