Our Process


We have developed and refined a proprietary process called the Compass Wealth FORMula™. Our process integrates our pillars of wealth management from investing to risk and tax management, to business planning and beyond. Our objective is to consolidate the pieces of your personal financial plan to put them all in one place. The Compass Wealth FORMula™ is a thorough process to ensure your financial independence. It begins by focusing on the three D’s.


• What do you want to accomplish?
• What is important to you?
• What are your personal/family values?


• How will we get you there?
• What services are the best fit for you?


• Financial and legacy planning
• Investment management, risk assessment and fit
• Thorough and ongoing service
• Building a lasting relationship