Compass Wealth Management is an independent registered investment advisor, overseeing and coordinating finances in Minneapolis, MN and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security.
Financial Planning Pyramid
Investment Advisor Representatives provide advice about numerous investment products including stocks, bonds, mutual funds and exchange-traded funds (ETFs). Investments advisors are fiduciaries with an affirmative duty of utmost good faith and full and fair disclosure of all material fact.
- Put your interests first
- Understand your specific financial situation
- Offer straightforward advice that reflects your long-term goals
We offer prospective clients an initial complimentary risk assessment where we provide analysis of current investments, personalized income projections, and ideas for immediate implementation, as well as a complimentary third party review. We look forward to your initial visit and finding out how we can help you get one step closer to your financial goals.