Compass Wealth, LLC Information

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial services to individuals and business owners. Through a comprehensive approach, we believe you will be better able to identify your goals and make sound decisions to help reach them. At Compass Wealth, LLC, the important aspects of your life are considered in delivering ongoing advice. Utilizing a team approach, Compass Wealth, LLC coordinates the areas of investment management, budgeting and cash flow, risk management, tax planning, retirement planning, estate planning, and college funding. Being an independent financial adviser means we place our clients' interests, needs and desires above that of our office. Independence is vital to servicing our clients. Our clients are known on a first-name basis within our office so they receive the personal attention they deserve. Independent, integrated personalized advice allows for a mutually close long-term relationship. Please call us if you have any questions about our firm or the range of services we provide. You may be entitled to a complimentary initial consultation. Please inquire when you call.