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Personal Services

Services for Every Step of the Way

Compass Capital Management offers a range of quality products and solutions tailored to your individual needs. We take the time to thoroughly understand your financial situation; then we focus on helping you define your goals and develop specific, actionable steps to get to them. We are committed to helping you develop short- and long-term strategies that can lead to your ideal future.

Financial Planning

At Compass Capital, we take time to get to know you, delving into your fears, needs, and goals. With this understanding, our team can chart a course to get you to your ideal financial future, empowering you to navigate your finances at every life stage.

Investment Management

Our team meticulously constructs every portfolio, anchoring them in your unique risk tolerance, circumstances and timeline. With this as a foundation, we can suggest ways to optimize your investment portfolio so you can make the most of every opportunity.

Retirement Planning

Retirement is a big change, with new financial challenges. Whatever your worries, we’re here to help. We’ll assess your resources, set goals, and suggest strategies for a sustainable retirement income. Then, we’ll monitor and adjust your plan to keep you on course.

Insurance Planning

Your insurance needs are unique, depending on your career, family status, and lifestyle. Our team will help you identify risks and proactively integrate strategies to navigate each life stage, helping to safeguard your financial future for generations to come.

Estate & Legacy Planning

We believe a plan for your future should last for generations. We’re dedicated to understanding your wishes, crafting a legacy plan that helps alleviate financial burdens on your loved ones and fulfills your desires for the next generation.

Student Loans & College Planning

College is expensive—and seems to get more expensive every year. We can suggest actionable steps to help you stay on track with your savings and navigate financial aid options. It’s never too late to start planning for your child's or your own continued education.

Wealth Management

Every client is unique, so every plan needs to be unique, too. Relationships are our priority, enabling us to offer personalized advice in your best interests. Because we’re an independent firm, we have the freedom to find the best solutions for your unique needs.

Tax Planning Strategies

A well-crafted tax strategy can help you maximize profits and minimize tax consequences. Our team is here to help you identify potential tax breaks and manage withdrawals to maintain your desired income and lifestyle goals.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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Our Approach

Our unbiased, team approach to financial planning helps you chart a course to the future you’ve envisioned.

Our Approach

Our Team

The Compass Capital Management team is excited to offer our knowledge and experience to every client.

Meet the Team

Contact Us

Reach out today to learn how Compass Capital Management can help you plan for the future you desire.

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