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 firstname.lastname@example.org. We will be happy to offer you a complimentary 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
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.
First, we help to potentially reduce your taxes by 50 percent and eliminate money leaks that you don't even know are happening. Imagine what you could do with all that extra money?
Second, we help you strategically plan for a financially secure retirement. We do this by optimizing your money in 3 key areas: taxes, investments, and insurance. We have been advising small business owners on their most important financial goals for more than 25 years.
We take the time to get to know you and your business deeply, so we can design tailored strategies that grow your money both now and in the future.
Click here to learn more about how we can support you.
Here are some of the benefits we provide our clients:
We help you reduce your taxes by 50% 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 month on 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.