Your business is unique, and you need tailored solutions to make your money work for you, both now and in the future.
Our mission is to get to know and understand your unique needs, wants and long-term goals. So we can help optimize your money and secure your financial future.
We believe in thinking “outside the box” and are not afraid to challenge conventional wisdom in our approach to investing and growing wealth.
For instance, did you know that you will have substantially more money to spend in retirement when you invest in a tax free plan vs. a 401K plan?
It’s true. And that’s just one of the strategies we’ll help you navigate.
We do that by partnering with a team of top Specialists, including CPA’s, Attorneys, Actuaries, and Investment Managers.
The founder of Compass Wealth Strategies is John Martin. He’s a Certified Estate Planner and a Registered Financial Consultant.
Before founding Compass Wealth Strategies, John worked as an estate planning consultant to top financial firms, such as Meryl Lynch, Prudential and the Hartford Insurance Group.
John has given many educational lectures on retirement and estate planning for professional groups and institutions, including the faculty of Cornell University.
He is a member of The International Association of Registered Financial Consultants, National Association of Certified Estate Planners, The Asset Protection Society, New York State Commercial Realtors Association and the Small Business Council.
John resides in Hamburg, NY with his wife, Kit. He enjoys reading, traveling and golf.