“Go confidently in the direction of your dream. Live the life you’ve imagined.”
-Henry David Thoreau
Helping you face the future with anticipation and security not apprehension and uncertainty.
A planning-based process that provides a roadmap to your financial destination.
A unified team approach of professional strategic partnerships.
Providing an educated second opinion when you want to be certain you’re on the right path.
Is financial success about crunching numbers or is there more?
At Compass Wealth Solutions, we believe there is more.
Powered By Relationships.
We cherish our client relationships and work diligently in partnership with them to facilitate the accomplishment of the quality of life they desire. We work with a select group of successful professionals and families who aspire to a work-optional lifestyle. We help align our clients’ time, family, and legacy decisions based on their values and desires.
A Time-Tested Process
We will work hand and hand with you to build the life you desire through all the major life transitions you will face including career, financial, family, and legacy transitions. We will help you navigate these transitions and secure your financial legacy through our time-tested, disciplined, process-oriented approach to service.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.