When you work with Silver Compass Advisors, you’ll have a dedicated team of wealth management experts by your side creating customized strategies that align with your own core values, priorities, and relationships. Our distinct approach includes leveraging our in-house resources as well as external expert team.

We are constantly guiding our clients financial planning and investment management goals to better suit their changing life and direction. This allows us to help our clients better optimize their current plan, make informed investment decisions and ensure they are not caught off guard nor off-course.

Financial Planning

Where would you like to see your wealth taking you? This is the simple question we ask every client. It helps our team to know what is important to you, the people you care about, the goals you would like to achieve and the legacy you would be proud to leave behind. Our clients approach life with purpose, direction and a plan.

Asset Management

Long-term goals, especially financial ones, profit from diversification and risk management. Taking a variety of actions with consistency and care will help you stay on the correct road. We’re here to help and advise you along the way.

Retirement Planning

Retirement is one of the most significant changes in a person’s life. One of the most essential things we do here at Silver Compass Advisors is plan for your desired retirement. We help guide you to confidence by developing a solid plan for retirement and identifying specifics – such as income, risk tolerances, social security benefits, and health care expenses.

Estate Planning

At the end of the day, who do you want to look after and what legacy would you like to leave behind? Those are two of the most personal, crucial, and exciting questions we get to address with our clients. Our team will assist you in preserving what you’ve worked so hard for so that it may continue to have an impact on people’s lives.

Family Business Planning

Every family business has a distinct dynamic that has aided in its success – a commitment which has helped it to endure years of corporate competition. Making a transition from operating to enjoying the long-term benefits of your efforts may be difficult. The decisions and timing you use may have a significant impact on the objectives you want to achieve for your family’s future, which is why we listen and collaborate along the way.

A diversified portfolio does not assure a profit or protect against loss in a declining market.