“Our clients know we always put their best interests first. The trust, service and integrity we bring has helped us build long-term relationships that span generations.”
— Compass Wealth Management Group
As a family practice, we are singularly dedicated to understanding your distinct financial needs and protecting the lifestyle you have so carefully built. Our years of experience are supported by the industry designations we’ve earned: Certified Financial Planner™ (CFP®), Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning CounselorSM (CRPC®). Together, we provide a diverse clientele with comprehensive financial planning and personalized wealth management.
We offer you and your family a highly collaborative approach for making thoughtful, informed decisions about your personal and business objectives. We specialize in virtually every aspect of wealth management, including retirement income planning, asset allocation, risk management, lending, insurance and estate planning. Because of our holistic perspective, disciplined process and a commitment to each generation, we are trusted by families to deal with their most sensitive financial issues. How can we help you set the course for reaching your goals?
Navigating every aspect of your financial world
Our goals-based approach is comprehensive: We gather insights about your unique personal and financial situation so that we can build an individually tailored financial plan. Then we track your plan's progress, communicate regularly and make adjustments for life changes and economic conditions. The result is a collaborative, disciplined process that tackles your most complex financial needs.
Our integrated wealth planning approach includes:
Financial planning and investment management Our in-depth fact-finding process results in the construction of a comprehensive wealth plan that serves as a road map for meeting your long-term investment objectives. We view this as a business plan for your personal life, creating metrics to measure success and providing context for all important financial decision-making.
Retirement and lifetime income planning
Our team can work with you to protect your lifestyle and livelihood in retirement. We will help you understand such influences as risk and investment time horizon, evaluate your current asset allocation and help you maximize your Social Security benefits.
Insurance consulting and review
We view insurance as a tool to protect your family's assets, replace income and create a legacy for future generations and philanthropic beneficiaries. We objectively analyze all your current policies to determine whether they meet the needs of your long-term planning.
Trust and estate planning
We have the experience and the network to address the complexities of your advanced planning needs. We can help with protecting your assets, reducing estate tax exposure, transitioning wealth to future generations and pursuing philanthropic endeavors.
We'll work with you and family members to provide education on philanthropy and participation strategies for the next generation. Our advice addresses your philanthropic mission statement as well as assessments of your current charitable goals, contributions and associations.
Building a strategy based on your priorities
The foundation of our investment strategy comes from the expertise of both internal and external sources, combined in an integrated and systematic process. When you work with us as a client, we help ensure you are prepared for opportunities and protected in times of market turbulence. Appropriate asset allocation and risk management are tailored to your unique situation. The result is a complete understanding of your priorities that helps us provide tangible results.
Open access to custom investment solutions
With our open access to an array of financial solutions both within and outside of UBS, we have had great success positioning our clients to seize the opportunities of an unpredictable market.
A disciplined process focused on asset allocation
Through our comprehensive due diligence and planning process, we can determine your family's goals, growth and income needs, and tolerance for risk. This allows us to craft an asset allocation that maintains an opportunistic eye toward investments and changes in the market.
By listening and aligning with your objectives, we focus on strategies that help mitigate risk and build balanced portfolios. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.
Safeguarding multigenerational wealth
Because we understand the connection between wealth and family, we're committed to having a multigenerational impact on your life. Attuned to protecting the financial independence of your entire family, we can help structure a deliberate and meaningful family legacy and direct capital to reflect your values.
Simplifying your financial life
Exceptional service is essential to a successful relationship. Accessible and responsive, we always strive to provide the utmost in personalized service. Count on us for regular communication, addressing such topics as tax optimization, risk management and asset allocation strategies.
Attention on your terms
We always strive to provide the utmost in personalized service. By meeting in person twice a year, updating your portfolio quarterly and "touching base" on important topics monthly, count on us for prompt attention, regular communication and relevant insights and information.
Trusted client service
Clients rely on our proactive and consistent client service team for a host of financial and administrative needs. This means taking extra steps to provide customized reporting, help organize tax information or simplify daily financial and investment issues, from setting up online services to handling financial statements.
A network of resources
By working closely with your accountants, attorneys and trusted advisors as well as our network of financial specialists within and outside UBS, we can incorporate all perspectives into one comprehensive approach.
The strength of UBS
We draw upon the heritage of UBS AG, one of the world's leading wealth management firms. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm's global perspective and resources.
Understanding what matters most to you
We work with a select number of private business owners who value our ability to speak knowledgeably about their specific professional objectives. We address the full cycle of business needs, from equity compensation plans to the complexities of selling your business.
Our end-to-end wealth management solutions address the specific cash flow challenges and tax considerations that come with running a business:
- Strategic business financing
- Benefit and compensation plan optimization
- Succession and exit strategies: ESOP, investment banks, strategic buyer and business valuation
- Discretionary portfolio management for avoiding conflicts of interest
- 401(k) plans, defined benefits and paid-in capital concerns
- Uneven income stream and lump-sum distributions