Comprehensive Wealth Solutions
Helping you face the future with anticipation and security not apprehension and uncertainty.
Our Process
A planning-based process that provides a roadmap to your financial destination.
Complimentary Second Opinion
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.
It May Be Time for a Financial Checkup
Principles of Preserving Wealth
Weekly Market Commentary
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.