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Wealth Compass Financial, Inc.

EST. AUM
$115,401,312

CONTACTS
2

CLIENT ACCOUNTS
568

Firm Details

Metro area San Diego
CRD Number 290139
Website wealthcompass.com
Client types

Overview

Wealth Compass Financial, Inc. is an independent, fee-based investment advisory and wealth management firm headquartered in Carlsbad, California that offers tailored financial planning and portfolio strategies primarily for individuals and families approaching or in retirement. The firm focuses on integrating investment planning with retirement income strategies, tax planning, legacy planning, and related services, employing diversified portfolios and risk-based allocation techniques aimed at aligning clients’ financial objectives with long-term goals. It operates under a fiduciary standard and also provides related insurance and tax services through affiliated entities.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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