COMPASS is a full service wealth management firm designed for independent advisors who are seeking a turn-key solution that provides all of the organizational structure, technology, products and services needed for their business.

With over 30 years of experience supporting independent advisors, COMPASS is designed to provide access to high level technology, asset management, brokerage and insurance services that can be customized to each advisor’s business model.  We provide all of the regulatory, technology and asset management tools in a single system under one firm so that the advisor does not need to create those systems or have registrations and relationships across multiple firms and vendors.

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