What Makes Us Different?

The Finance Industry hasn’t changed much over the years. There is too much money in maintaining the status quo, and investors are paying for it. Institutions have been playing both sides of the fence, and their incentives have steered them away from being client-centric. Wealth Compass Financial has been structured to ensure that we will be working in your best interest and not swayed by companies selling expensive products. We are your unbiased consultant and advocate, and the only person who pays us is you. The transparency of this relationship will give you the peace of mind that you need to know that you are in capable hands.

Products & Services

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Online Finance Portal

$19.99/Month

Includes:

Secure Personal Login

Full Account Aggregator

Secure File Storage

Spending Reports

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Financial Planning

$3,000/Year

Includes:

Online Finance Portal +

All Online Features

Personal Financial Plan

Personal Meeting

Risk Tolerance Assessment

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Full Service Client

% of Managed Assets

Includes:

Online Finance Portal+

Financial Planning+

Semi-Annual Meetings

Investment Management

Risk Tolerance Assessment

Ongoing Financial Planning

Estate Planning

Insurance Planning

Tax Planning

Retirement Planning

Education Planning