Compass Rose Strategic Partners, LLC

EST. AUM
$102,990,362

CONTACTS

CLIENT ACCOUNTS
368

Firm Details

Metro area Hartford
CRD Number 165043
Website compassrosestrategicpartners.com
Client types

Overview

Compass Rose Strategic Partners LLC is an independent fiduciary registered investment advisory firm based in Waterford, Connecticut. The boutique practice specializes in providing highly customized, objective financial planning and capital allocation strategies designed for families, small business owners, and women who find themselves managing wealth independently. The firm features an interdisciplinary advisory team equipped with Juris Doctor (JD) and Certified Public Accountant (CPA) credentials, enabling them to merge technical tax mitigation, estate planning, trust architecture, and charitable giving structures into core wealth management workflows. As a hybrid RIA practice, Compass Rose administers its fiduciary advisory programs independently while leveraging the brokerage capabilities of Vanderbilt Financial Group and the institutional clearing network of Fidelity Clearing & Custody Solutions to securely custody client capital.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Compass Rose Strategic Partners, LLC

Platform Details

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