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Client Centered

I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.

<strong>Our Goal is To Help You Meet Yours</strong>

Our Goal is To Help You Meet Yours

Life gets busy. One day you’re 20 something looking for your first job, and before you it, know you’ve got a spouse, kids, a house and a successful career!

Life moves fast. But at some point, along the journey, you realize it’s time to protect the people you love. That means planning for your financial future and theirs.

At Compass Wealth Management our goal is simple. We want to help you plan for your future and financial freedom. Whatever that means to you.

For some people, it means managing their money so they can meet their financial goals. For others, it means saving for specific life events like college, a wedding or retirement. For others, it means protecting their family financially in the event of your untimely death.

Whatever your goals are, we’re here to guide and support you along the way…no matter what life throws at you.

<strong>How Much Risk Are You Comfortable With?</strong>

How Much Risk Are You Comfortable With?

At Compass Wealth Management we understand that not everyone is comfortable with the same amount of risk. Many of our younger clients are looking for an aggressive financial plan and willing to accept significant risk, while clients closer to retirement age, prefer more stability.

Only you know the amount of risk you’re comfortable with.

That’s why we utilize a tool called Riskalyze. This is a short quiz that allows us to understand the level of risk that you’re comfortable having in your portfolio.  Once we see your results, we build that into your financial plan. This allows you to see how your money is working for you, at a pace that you’re comfortable with.

Take the quiz by clicking the link below.

<strong>Planning for Retirement</strong>

Planning for Retirement

When you were younger, managing your finances was probably fairly simple. All you really worried about was saving and budgeting your money. But as you get older, your finances become more complicated, especially as you start thinking about retiring.

When do you want to retire?

How much are you saving and is it enough?

These are the types of questions that James Greno and his team can help you work through to plan for your retirement. To learn more about retirement planning and to try our retirement calculator click below.

Learn How to Make Better Financial Decisions with an Asset Map

Pre-Retirement

Pre-Retirement

Retirement planning is a multi-step process that can evolve over time.  It starts with thinking about your retirement goals and how long you have to meet them.

Learn more

Business Owners

Business Owners

Compass Wealth Management can help you create a financial strategy that analyzes your income, assets, and liabilities to help grow your small business.

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Widows

Widows

During this time of mourning working through your finances can be challenging. We can help you create a financial plan to help offer some guidance and reassurance.

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