What We Offer
With over 35 years of experience working with families and individuals, Compass is designed to provide…
- Estate and Trust planning partnered with associated expert legal advisors
- Financial planning designed and personalized for each client
- Personalized service from experienced advisors
- Global resources partnered with institutional expertise
We understand the needs of our clients and seek to provide a personalized experience managed by a highly experienced advisor with access to a global and customized platform designed to service the unique needs of our clients.