WHAT WE DO
At Compass we believe investment management and prudent investment counsel are interrelated. As your fiduciaries, we take the time to thoroughly understand your unique circumstances, goals, values and tolerance for risk. We then identify the investment approach most likely to help you achieve your objectives. In addition to retirement planning, we can assist with tax planning, estate planning, charitable giving and education planning. We strongly believe in the importance of collaborating with our clients’ other professional advisors, ensuring that a comprehensive wealth plan integrates investments with estate and tax plans.
Compass Investment Advisers is a fee-only Registered Investment Adviser. Our role as your fiduciary with fee-based compensation ensures that our interests are always aligned with yours. A consistent methodology and tailored, personalized approach guides every interaction. We understand that trust is the key to a successful long-term relationship with our clients.