How we work with you

At Compass Wealth Advisors, we invest our time in learning about you and your loved ones. We make sure you are heard, and your unique situation is fully understood. Then we provide comprehensive, holistic financial advice to help you work toward your goals today, tomorrow and beyond.

When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives. We are passionate about empowering others to grow in financial security so they can be free to focus on their unique purpose.

Genuine relationships

We forge deep, long-term relationships built through meaningful conversations with you and your family, to better understand your unique expectations, concerns, goals and priorities in a way that reflects your values and aspirations. We then help you realize your life vision and focus on what’s most important to you—be it the success of your family, personal achievements, or the legacy you want to leave for the people and causes you care about most.

As our client, you’ll experience the intention and care we put into relationships as we:

• Gather information to better understand you and your unique goals.
• Identify how we can best work together.
• Customize strategies and solutions to help you reach your goals.
• Connect through regular reviews to assess progress and adapt financial plans as needed.

Financial guidance

When you work with us, you’ll find that our goals-based approach helps define how you want to live your life. It’s an opportunity to bring clarity for where you are today, while building confidence for where you want to go tomorrow. Our experienced financial advisors, intuitive tools and personalized process help manage your lifestyle, investment and protection needs. We specialize in the following areas:

• Dedicated planning services
• Retirement income distribution planning
• Wealth accumulation
• Charitable giving solutions
• Tax-efficiency planning
• Estate planning
• Business planning
• Retirement planning

Plus, our research, knowledge and expertise provide insight into the nuances of your goals—and how all the pieces fit together. As life happens and your circumstances change, we make sure you’re comfortable with your overall financial picture and help you stay on track.

Objective advice

No matter what stage in life, you can depend on us to help you navigate the complex choices and challenges that planning for the future brings. We offer comprehensive solutions and strategies to help integrate all your interests—family, business, lifestyle and philanthropy. By working together and taking a personalized approach to exploring your financial goals and priorities, our guidance helps inspire you to make thoughtful choices and encourages you to live the life you envision.