With experience, insight and expertise - Compton Wealth will partner with you for long-term, multi-generational wealth success.
We offer advisory, wealth management and family office services for high and ultra-high net worth owners and executives of private and public corporations, retired executives, private charitable foundations, professionals, and corporate retirement plans.
Guiding you through the financial challenges of today and helping create a path though the uncertainties of tomorrow - we will always advocate for your best interest without exception.
After we get to know you, we will work together to develop an investment strategy that is designed to both meet your goals and manage your tolerance for risk. We will regularly monitor your investment portfolio. As a fiduciary, we will only make investment recommendations that we believe are in your best interest.
As part of a comprehensive financial plan, we can help you determine when is the right time to take the leap to retirement. We will monitor your progress on your path to retirement. With our guidance, clients can feel secure and confident in their decisions leading up to and during the retirement years.
By creating a comprehensive financial plan, we will help you prepare for your family's educational goals as well as significant life events such as weddings, vacations, and home purchases or renovations. We will develop a plan that evolves as you do - making adjustments as needed through the years.
We can provide investment advisory services to employers who have chosen to create sponsored retirement plans for their employees. We will make investment product recommendations for the plan as well as provide general education for the employees.
In our separate capacity as a licensed life insurance agent, we can be engaged to provide insurance sales and service. The scope of these services is determined based on the client's individual needs and circumstances.
We offer separate bookkeeping services and customized reporting for ultra-high net worth clients. The scope of these services is determined based on the clients' individual needs and complexity.
The scope of any financial planning and consulting services to be provided depends upon your specific requests and needs. We do not serve as an attorney or an accountant however we will work collaboratively with your trusted professionals. If you desire, we, in our separate capacity as a licensed insurance agent, can be engaged to provide insurance sales/services as described on our written disclosure Brochure (See Important Disclosures). Insurance sales/service are provided per the terms and conditions of a separate engagement and fee.
Learn more about Our Approach and Who We Help