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Our Clients Are Real People Like You

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.

Our firm is independent, which simply means we put you first.

Discover an array of services for all your financial needs.

  • Teachers

    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

  • Local Business Owners

    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

  • Medical Professionals

    We offer specialized financial planning for physicians, nurses, and other members of the healthcare industry. Learn More

  • Executives

    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

  • Retirees

    If you have questions about what steps to take as you near retirement, that’s exactly why we’re here. Learn More

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Compass Capital Management

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.

What We Do
Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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