The Compass Wealth Group

The Compass Wealth Group Our business is crafted on a reputation of doing what is in the interest of our clients.

At The Compass Wealth Group, we help you manage your assets and risks through established processes and high standards of care.

A home warranty may make sense, but you need to set proper expectations.
09/03/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

When it comes to investing, you may be your own worst enemy.
09/02/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

When you choose to take Social Security might impact your retirement income. Find out how.
09/01/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

There are billions in unclaimed dollars in the US. Is some of that yours?
08/31/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these i...
08/28/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
08/27/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
08/26/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
08/25/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
08/24/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

The key to healthcare in retirement might be a patchwork of different choices.
08/21/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Address

425 N. New Ballas, Suite 102
Creve Coeur, MO
63141

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