Financial Planning

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
In the financial services industry, there are generally two ways of obtaining financial advice; one is given by investment advisors and the other by registered representatives or brokers. We feel that information is power in today’s difficult financial world. That is why we have chosen to be investment advisor representatives as well as registered representatives. We are registered representatives to provide the products needed to solve for a complete financial portfolio, and we are investment advisors because of our commitment to do so as a fiduciary.

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.

As your investment advisor we promise to:

  • 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.