At Compass Financial Group, we believe that having a coordinated strategy to managing your wealth can provide the framework for achieving financial security.  Our wealth management approach may incorporate portfolio management, retirement planning, tax strategies, and a number of other services that can provide both balance and direction for your overall objectives.

We offer a variety of services designed to help you stay on track to meet your goals.  Whether you are in the accumulation stage, in retirement, or focusing your attention on leaving a legacy, we can assist you in meeting those goals.  Our services include:

• Portfolio Management and Investment Consulting
• Wealth Transfer and Estate Planning
• Retirement Planning
• Tax Minimization
• Risk Management and Asset Protection
• Family Office Services