We Go Beyond The Numbers.
It might sound cliche, but we know it to be true… It’s not all about the money. It’s about the little things.
Whether it’s planning for your legacy, transitioning into another life stage or determining your optimal road to retirement, you must feel complete confidence that we can help you accomplish your goals. Life is variable, and risks are inherent. But as a client of Compass Wealth Management, your concerns are our concerns. As an independent firm, our focus is not on the number of accounts we can open, but on the quality of the experience each client receives.
We take the complexities of the financial services industry and explain them in such a way that it is easy for our clients to understand. It’s vitally important that we do this because the plan we develop is yours, not ours. Understanding your financial position clearly and knowing the plan is critical to your success. Expect to gain clarity about both your goals and the means to get you there.
We will not tell you that we only take phone calls on Tuesday. We will not tell you that we can only meet once a year, once a quarter, or only during designated months. But we do ask that you respect our time as we respect yours.
Professionalism and integrity are paramount to our core mission. When engaging in professional arrangements with clients, it’s vital that the foundation of our relationship be based on mutual trust and respect.