Two Pomperaug Office Park,
We answer the phone (a real human, not a machine)! We’ve been serving Connecticut and New York for more than half a century. Our financial expertise has been making a difference for teachers, professionals, executives, and retirees since 1965.
Discover an array of services for all your financial needs.
Few financial firms have the expertise and experience needed to help education professionals prepare for retirement. Our team has been serving teachers in this capacity since 1965. Learn More
We free business owners every day from thinking about protecting their business, maximizing their net worth, paying taxes – and allow them to get back to their passion. Learn More
We offer specialized financial planning for physicians, nurses, and other members of the healthcare industry. Learn More
We help executives make sense of their company stock options, find ways to minimize taxes, and help you build a path towards financial independence. Learn More
If you have questions about what steps to take as you near retirement, that’s exactly why we’re here. Learn More
Curated articles, videos, and more, for a financially savvier you.
At the end of the day, what is it you care about most? Our clients are doing important work in public schools, hospitals, small businesses, and corporate America. They want to make sure their families are taken care of, and that they’re able to work, live, and retire.
At Compass Capital Management, we believe that what is best for our clients is best for our company. Wealth management is where our strengths and purpose meet. We combine our financial expertise with our passion for providing the highest quality of professional service for each individual client.
We’re glad you’re here. If you have questions about working, saving for tuition, or retirement, let’s talk. Our purpose is to help give you the power to make better financial decisions.
Put a century of combined experience to work for you.
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
Problems with Probate
The Power of Tax-Deferred Growth
Medicare Advantage 101
U.S. Personal Savings Rate