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Changing Your Perspective

We appreciate this opportunity to introduce our firm.

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How We Are Different

We are a concierge wealth management consultative firm. As such, we become your financial navigator.

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Welcome to Compass Wealth Management, LLC

We are honored you have chosen to visit our website. Thank you. We invite you to explore our firm, our services and get to know us. Compass Wealth Management is fully equipped to assist you with any or all financial challenges you may encounter. From growing your wealth to planning for your family’s future. As a preeminent independent wealth advisor, Compass Wealth serves a select group of clients nationwide.

Whether you are currently engaged in your career, beginning to transition towards retirement or wanting to confirm financial wellness, Compass Wealth Management can help you achieve your goals and manage risk wisely.

Vision Statement:

To be a dedicated wealth management firm that best understands each of our clients holistically and care for them every day at a concierge level while managing their financial wellbeing.

Mission Statement:

To provide our clients a clear pathway to financial wellness through a personal sense of heartfelt care combined with our professional competencies, expertise, synergies, and absolute integrity while they celebrate their lives.

Financial Guidance

Everything begins with understanding your story and confirming compatibility through a unique discovery process. We offer personalized recommendations to match your needs and goals. At Compass Wealth Management, we specialize in tailoring financial plans to not only fit your current situation, but also provide a foundation for future growth and measure your progress along the way. No matter where you are in your financial journey, we strive to take you to the next level as your financial life plan changes.

Call us today to schedule an appointment with a wealth advisor.

Our Services

Wealth Strategies

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

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Wealth Managment
for Dentists

Request your free guide for achieving Financial Wellness for Dentists and their families. Learn how to identify personal and practice issues that can be managed by yourself and recognize the more critical areas that require specialized assistance.

Insurance Services

A good defense is the best offense. Let Compass Wealth Management surround you and your family with leading insurance policies.

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Meet our Wealth Advisors

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more.

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Individuals & Families

Whether you’re a party of one or six, Compass Wealth Management customizes your investment strategies to fit your current needs and future goals.

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