Individual Wealth Management-How We Do It

A Detailed Plan Makes

Every Dream Possible


Compass Financial Partners uses a holistic approach to investment management and wealth planning. By combining personalized planning, rock-solid research and innovative technology, we help put our clients on the path to realizing their dreams.

Personalized Planning - We combine our understanding of our clients' goals with the latest research and evidence-based strategies to develop financial plans focused on their unique objectives.

WealthVision, our integrated web-based financial planning tool, puts clients in control of their financial destiny The software allows users to track savings progress, set budgets and goals, and aggregate all their accounts into a single view for easy monitoring. It also offers online storage of important documents and comprehensive analysis capabilities, putting our clients' entire financial house in order, all in one place.

Service-Focused - While we offer cutting-edge technology, our people are even more powerful. By understanding our clients' goals completely, we can anticipate their needs and address them proactively. After all, our own success is measured by how successful our clients are at fulfilling their dreams.


We believe in research and details, but being relevant is equally critical. We give clients the information that is most meaningful to them. We view everything through their lens, from their perspective.