Stories of Independence: How the advisors of Compass Wealth Management can now better focus on helping clients

Submitted by Brian.Lavelle on January 10, 2019

[GRAPHIC] Stories of Independence 

[GRAPHIC] How the advisors of Compass Wealth Management can now better focus on helping clients.

When you know you’re in a place where you can truly maximize the client experience, where you truly feel you can put them in the best possible situation, and you can execute upon that, and I feel like we have that now in the RIA space.

And all we focus on is just what, which is what you need to, is your clients and what’s going on out there in the world and how does that impact them and their retirement plans and their college education planning for their kids. It’s great. We don’t have all the other noise associated with it.

Gosh, it makes all the difference in the world when you don’t have to worry about your environment or what crisis you’re dealing with. You can focus 100 percent on the client.

Yeah, I think helping people feels good. You know, giving back…, I mean, it’s a good thing.


Information included during this video is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success. Compass Wealth Management is not owned by or affiliated with Schwab, and its personnel are not employees or agents of Schwab. This video is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab does not supervise third-party firms and takes no responsibility to monitor the services they provide to you. Experiences expressed are no guarantee of future performance or success and may not be representative of your experience. Schwab does not provide legal, regulatory or compliance advice. Consult professionals in these fields to address your specific circumstance. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

©2018 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. CC1764132

Show Social Media
Include in Schwab Investing Insights email alerts