InvestmentJul 10, 2019
Art as an Investment
Exploring alternative investment strategies and how fine art can play a role in a diversified portfolio.
Independent Financial Advisory
Securing Your Financial Future
Compass Wealth Strategies — Independently serving Western New York for over 25 years
25+
Years Serving
Western New York
Western New York
Fiduciary
Independent
Client-Centered
Our Mission
Financial Independence
Welcome to Compass Wealth Strategies, an independently managed financial advisory and wealth management firm. We have served the Western New York community for over 25 years by providing education and individualized strategies designed to help you pursue your financial goals and evaluate your financial situation and planning alternatives based on your objectives. Compass Wealth Strategies successfully integrates financial services into a wealth management offering designed to support your unique needs and objectives. We have a commitment to client-centered service in accordance with fiduciary standards and uncompromising integrity. We welcome the opportunity to learn more about where you are now and where you want to be.
Our Approach
Our Goal is to Help You Achieve Financial Independence
The partners of our group specialize in helping you protect your most important assets: You, Your Business or Practice, and Your Retirement. As personal financial advisors, we start by analyzing your current position and forming a plan designed to address your objectives. We then help you implement those strategies. Whether you are exploring financial services for the first time, looking for a second opinion or are simply unhappy with your current financial situation, please call us at 716-823-1869 or e-mail [email protected]. We will be happy to offer you a complimentary consultation.
Fill out the Contact Us form for more information such as:
Client Benefits
Here are some of the benefits we provide our clients:
Reduce Taxes
We help you reduce your taxes by 30% or more, using customized, innovative strategies. So you can put that money to work for you, or spend it if you want.
Stop Money Leaks
Most business owners unknowingly lose money every year in everything from cash flow systems to interest payments. We help you stop these leaks.
Secure Your Retirement
We help you secure your retirement based on facts, not hopes, so you can have the financial freedom you dream of after you retire.
If You'd Like to Learn How You Can Grow Your Money Now and For the Future, Schedule a Complimentary Consultation With John
Schedule HereThere is no fee for this introductory consultation. An advisory relationship is established only through a written agreement.
For Business Owners
Your Business Should Work For You
As a business owner, you want to make sure that your business is working for you, both now and in the future. Most business owners overpay their taxes, and lose money unknowingly and unnecessarily. They also aren't strategically planning to become financially independent after they retire. We help you address both of these problems.
Resources
Articles
Privacy · TechnologyJun 12, 2019
How to Protect Your Personal Data Online
Practical steps to safeguard your digital identity and financial information in an increasingly connected world.