| |
|
|
| |
|
Securities offered through Registered Representatives of Fintegra Financial Solutions, an independent broker/dealer, Member FINRA/SIPC.
Investment Advisory Services offered through Compass Financial Advisors, LLC, a Registered Investment Advisor.
Fintegra Financial Solutions and Compass Financial, LLC are not affiliated
|
|
| |
|
|
|
Wealth Management Solutions
| |
As a leading provider of wealth management solutions for high-net-worth individuals, their families and foundations, CFA's Compass Capital, LLC helps clients build and preserve their financial wealth.
· Creating and implementing long-term asset allocation within the context of each client's particular risk tolerance
· Providing access to innovative investment ideas and opportunities
· Developing customized investment strategies
· Offering a full array of wealth management services, including private banking, trust, and estate services.
Wealth management includes a broad range of services to high-net-worth individuals and families. Firms that provide holistic wealth management services have specialized teams that provide services in areas of:
· Investment management
· Financial planning
· Cash flow optimization
· Retirement planning
· Liquidity/restricted stock
· Risk/liability management
· Insurance
· Personal and business lending
· Trust and estates
· Wealth transfers
· Philanthropy/charitable giving
· Business succession planning
· Tax guidance
Most true wealth management firms are independent advisors acting in a fiduciary capacity. But investors should be aware that "wealth management" has become an industry buzz word, and there are many "wealth managers" who are actually salespeople masquerading as advisors.
Note: Compass Financial Advisors, LLC does not provide legal, regulatory, credit, tax or accounting advice to investors.
Learn more about A Fee-Based Approach, Professional Portfolio Management and Fee-Based 401(k)
|
|
