What We Really Do.
We Get To Know Who You Really Are… (you’re treated as an individual).
- The first step is to get to know you and your individual, unique circumstances. Our focus is to understand your goals and develop a plan to reach them.
- We ask the right questions, listen, and evaluate your financial needs — then we mutually determine the right path for you.
- We recognize that you have entrusted us with your financial future and we take that very seriously.
We’re Independently Owned… (we have a fiduciary duty to you).
- We make every decision on an objective basis. We are not beholden to any one company, or any specific investment vehicles.
- Compass Wealth Management is an independent advisory firm operating with a fiduciary responsibility to put your best interests before our own, and we take this responsibility seriously.
- To the extent possible, we will disclose all costs involved in the implementation of your plan through us.
We Take Pride In Our Work… (continued education is the bedrock of our practice).
It’s a part of who we are. We recognize that the industry is constantly changing, as are the needs of our clients. For this reason, we’re always learning and growing.
If we don’t know the answers, we’ll reach out to experts to get them.