Compass Wealth Strategies
We started our firm in 2009 to establish a stable platform to build a practice focused on relationships and integrity. We chose to open an independent practice to help mitigate conflicts of interest. We selected Raymond James Financial Services as our broker/dealer because of their culture of service, reputation for integrity and breadth of resources. We are organized
as a limited liability corporation with the Virginia State Corporation Commission and our staff consists of registered representatives. We hold licenses to offer life and health insurance in Virginia.
--------------------------------------------------------------------------------
Our Vision
To create a trust filled relationship with every client that creates a superior wealth stewardship experience through communication, education and guidance which is personalized, knowledgeable and proactive. Our Process
Our goal is to understand our clients’ needs and to develop a long-term relationship to address them built upon trust, communication, and accountability. Our approach involves understanding our clients’ individual goals and objectives first. Then developing and implementing a written financial plan to meet their individual financial goals. We partner with the family to monitor the plan and their investments to increase the probability of success. Compass Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
