Personal finances are complex and multifaceted. This is especially true for high net worth individuals and their families. At Compton Wealth, we keep investing simple. Our goal is to help you understand what you own and be mindful of the costs associated with each investment.
Because we work with a limited number of clients, our process is highly individualized, thorough, and client focused.
Whether your risk tolerance is conservative, aggressive, or somewhere in the middle -our team will create a comprehensive strategy designed to benefit your family's multi-generational wealth goals. We will monitor your plan and review it regularly - making adjustments when needed - so you can spend more time enjoying your family, friends, and the life you've worked so hard to build.
Together we can help create your own path to financial success.
Please Note: Limitations. The scope of our services depends upon the terms of the engagement, and the specific requests and needs of the client. Compton Wealth does not serve as an attorney, accountant, or insurance agent. Compton Wealth does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Compton Wealth's representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Compton Wealth's written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.