Broker Check

Investment Management

At Compass, we provide thoughtful wealth and investments management services for our clients. A comprehensive wealth investment advisory process can help to frame investment decisions. Our clients value this collaborative approach.

We take the time to get to know our clients and their financial needs. This allows us to build investment strategies that align with their entire financial plan.

Every day new investment opportunities make their way into the daily headlines. If we aren’t careful, our investment decisions will follow these headlines, potentially leaving us with an inconsistent approach based in market timing rather than common sense. Adapting our strategy is important, but an investment policy built on common sense has to be the foundation. At the end of the day, the goal isn’t about beating a certain market index, it’s about working towards a financial goal that is important to you and your family.

We have chosen LPL Financial as our broker dealer. Their commitment to independence includes the philosophy of allowing us the freedom to recommend strategies to our clients with no proprietary influence.

Group Plans

Your employees are vital to your business, but they’re also important to you as people, which is why you’ve got group plans in place. You want to make sure that all of the benefits you offer them, including group insurance, are good for them but also good for your business.

It is possible to do both.

Offering group plans or insurance coverage for your employees can be very complicated, but we’re ready to help at Compass Financial Services. Over the past few years the regulations, obligations and offerings have completely changed. Let us help you interpret the new rules to make sure that you’re in compliance and still doing what’s right for both your team and your company.

Our team is ready to assess your current coverage, identify vulnerabilities and make recommendations.