Compass Capital Management

Compass Capital Management At Compass Capital Management, we believe that what’s best for our clients is best for our company. Wealth management is where our strengths and purpose meet.

Our firm is independent, which means we simply put you first. Securities offered through Kestra Investment Services LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Kestra Investment Services, LLC, Kestra Advisory Services, LLC and CCM are affiliated companies. This site is published for residents of the United States only. Registered Representati

ves of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

*Bluespring Wealth Partners, LLC acquires and supports high quality investment adviser and wealth management companies throughout the United States.

“We would all like to wish you a very happy Easter and a joyous celebration with family and friends.”
04/05/2026

“We would all like to wish you a very happy Easter and a joyous celebration with family and friends.”

03/10/2026
🙏 Thank You to Our Amazing Clients!Your trust and support through the years mean everything to us. Here’s to moving forw...
01/01/2026

🙏 Thank You to Our Amazing Clients!

Your trust and support through the years mean everything to us. Here’s to moving forward together and making 2026 a year of growth and success!

We would like to extend our heartfelt thanks to everyone who contributed to Toys for Tots this year—our amazing clients ...
12/26/2025

We would like to extend our heartfelt thanks to everyone who contributed to Toys for Tots this year—our amazing clients and the dedicated CCM team members. Your generosity truly makes a difference!

From all of us at Compass Capital ManagementWe wish you a wonderful holiday season filled with health, happiness, and ch...
12/25/2025

From all of us at Compass Capital Management

We wish you a wonderful holiday season filled with health, happiness, and cherished moments with your loved ones. Enjoy your holiday gatherings and let’s look forward to an amazing year ahead! ✨

12/16/2025
12/16/2025

2025 was anything but boring.

From market volatility and Federal Reserve decisions to the rapid rise of AI and how different portfolios performed this year gave investors a lot to think about.

In this video, I break down what really mattered in 2025 what worked, what didn’t
and what I’m watching closely as we head into 2026.

If you’re thinking about how to position your portfolio for the year ahead, this is worth your time.

👇 Let me know what questions you’re thinking about for 2026.

We’re grateful for the trust you place in us and wish you and your family a season filled with peace and gratitude!
11/27/2025

We’re grateful for the trust you place in us and wish you and your family a season filled with peace and gratitude!

11/25/2025

🚀 Start Planning for Next Year… Now!

Before the year wraps up, it’s the perfect time to start thinking ahead — especially about how much cash you’ll want available next year. A little planning now can save a lot of stress later.

Here’s what smart year-end planning can help you do:

💡 Split income or capital gains across two tax years
💡 Reduce your overall tax burden with the right timing
💡 Take advantage of market highs, with many equity indices near all-time records

If you’re planning a big purchase, a life transition, or just want your cash flow to run smoother, don’t wait until January.

📈 Being proactive today makes next year feel a whole lot easier.

If you want help thinking through your strategy, just message me — happy to walk you through it.

Address

Two Pomperaug Office Park, Suite 301
Southbury, CT
06488

Telephone

+12032648282

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