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 take charge of your financial life. 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 superior client service and uncompromising integrity. We welcome the opportunity to learn more about where you are now and where you want to be.
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@example.com. We will be happy to offer you a free consultation.
John Martin, CEP, RFC
Fill out the Contact Us form for more information such as:
- Schedule a Consultation
- IRA Rollover Report
- Retirement Ready or Not Analysis