Welcome to Compass Wealth Management

Compass Wealth Management is an independent privately-owned and registered investment advisor firm. Our focus is what is best for you, the client. We help you realize your dreams by offering creative solutions through an open and transparent advisory process utilizing both financial and insurance solutions to achieve financial independence.

At Compass Wealth Management, we empower you to safely navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.