Financial Trust

There is a well-deserved perception of the financial services industry that clients often do not receive top notch service. We seek to be the exception to the rule. As a Compass Rose client, you can expect regular communications, frequent reporting, annual meetings, and periodic newsletters. You can also expect coordination with your other professional advisors (such as CPAs, attorneys, estate planners, and insurance agents). You can look forward to prompt responses to emails, phone calls, and other requests. You can receive advice on assets held away from Compass Rose. You can even seek help on debt management and life events such as births, deaths, graduations, marriage, divorce and declining health. Now that is a big differentiator!