What if you could do much, much more?

Life is full of potential. Your talent, dedication, and discipline can get you further than you may think, especially with the right advice and support!

Where We Excel

Distinguishing between stock brokers, insurance company-based agents, and fiduciary Financial Advisors is very difficult. Identifying where to get true independent advice is even harder! Explore how we separate ourselves from the pack. more

Where We Excel

Distinguishing between stock brokers, insurance company-based agents, and fiduciary Financial Advisors is very difficult. Identifying where to get true independent advice is even harder! Explore how we separate ourselves from the pack. more

Compass Rose Private Investment Management

Our Services

Retirement Planning

Everyone makes a set of lifestyle and financial decisions in the course of their lives that impact a comfortable retirement. Our job is help you envision where you want to be and how to make your assets last as long as you do. We will help you make critical saving, spending, and investment decisions that give you the best chance of enjoying your retirement. more

IRA Strategies & Rollovers

The great news is that there are multiple ways to save in tax-advantaged retirement accounts. The bad news is there are many different types of accounts, all with their own rules. Professional advice is essential to navigating your choices and positioning you for the best possible outcome. more

Investment Planning

Investing is complicated and just plain hard work. And, there is no way around it. Good investment management requires a risk/reward strategy, disciplined decision making, and the flexibility to adapt to change. Investment planning and management is our passion. Let us walk you through how we manage client assets. more

Education Funding

The U.S. has an affordability problem with higher education. Costs have skyrocketed. There is no solution in sight. Parents need saving and investment options that will make them well prepared. We will lay out a systematic saving roadmap to get your child to college orientation day. more

Estate Strategies

What?! We have to think about this? Yes, we all do! Our job is to encourage you to do a great job of thinking ahead to the inevitable and to work with expert Estate Planning Attorneys to get the job done. We will then guide you on aligning your real estate and financial assets with your customized estate plan. more

Start Planning Today

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