INDIVIDUALS AND FAMILIES — An Overview
Your portfolio demands the personal attention of a leading wealth manager who will structure your investments to meet your individual needs, as well as provide you with a comprehensive suite of wealth advisory services.
Your selection of a wealth manager is an important one—you require integrity in an advisor and you want someone you can trust. You seek expertise for recommendations that are specific to you, not a one-size-fits-all approach. And you favor a firm that places personalized client service at the forefront of everything it does.
At COMPASS Wealth Management, we strive to exceed each client’s expectations.
OUR FOCUS: You and Your Family
We take care to learn about you and your goals. We listen. We ask a lot of questions. We are committed to act in your best interest. As a fiduciary, we pledge to each of our clients:
- To act exclusively for your benefit and with your interests at heart.
- To respect your current financial position and work to enhance your financial security.
- To protect your confidential and personal information.
- To fully disclose our compensation arrangements and any potential conflicts of interest.
As an objective and independent fee-only wealth manager, our sole interest is to make sure our recommendations meet your goals. Our interest is aligned with yours.
You benefit from the best and most appropriate products for your situation—we are not restricted to a certain company's products and we do not receive compensation for product sales, such as commissions or other transaction-related fee arrangements.
To learn more about our approach and services, please click on each of the links above. If you have additional questions after reviewing our web site, please contact us. We look forward to serving the wealth management needs of you and your family.