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Finding the right solution for you

Your path to success should be personalized, flexible, and suitable to you. As a fiduciary advisor, we’ll help you every step of the way. 

What Direction Will You Take?

What Direction Will You Take?

Check out our key services and learn more about how we can help you achieve the unique goals you’ve outlined for your financial future.

> Our Services
Ready to Serve You

Ready to Serve You

Meet our team of investment professionals and client associates who are ready to serve the wealth planning needs for you, your family, and your business.

> Meet the Team
Take the First Step

Take the First Step

Ready to get started with the Compass Group? Get in touch with us today, and we’ll start the dialogue about what we can do to help you succeed financially.

> Get Started

“The greatest thing in the world is not so much where we stand, as in what direction we are moving.” 

- Oliver Wendell Holmes, Sr.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, ME, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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