Compass Asset Advisors LLC

Compass Asset Management Group, LLC is an independent and knowledgeable private wealth management firm based in Royal Palm Beach, FL. With a focus on wisdom, integrity, transparency, and objectivity, they partner with clients to design optimal financial planning and investment management solutions tailored to their goals and dreams. Serving a select group of highly successful professionals, executives, and entrepreneurs, Compass Asset Management Group delivers straightforward solutions to complex financial challenges with an uncompromising level of service.

They offer a range of services including retirement planning, investment management, college funding, executive compensation, business succession planning, insurance risk mitigation, trusts and estate planning, elder care Medicaid planning, charitable giving, and more. With a commitment to education and communication, Compass Asset Management Group believes in empowering their clients to achieve financial success through a thorough assessment of needs, objective analysis, and the design of holistic wealth management plans.

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