Compass

At Compass Financial, LLC Scott builds your portfolio using individual equities and exchange-traded funds, an approach that has consistently proven success for long-term investors. A great deal of time is spent reviewing, analyzing, and picking the equities that will be recommended for your portfolio within your risk tolerance. The Compass approach avoids mutual funds typical of large investment advisor companies and prioritizes individual equities and exchange-traded funds. Scott provides both low-risk retirement services with a focus on blue-chip companies and bond funds, and he also presents technology oriented funds for accounts interested in aggressive growth. He works with corporate board members and business owners to develop an investment strategy that best suits their corporate needs and goals. At Compass, all corporate, trust, non-profit, and foundation account investments are based on a reliable foundation of bond funds and grow to include other investment categories to match risk preference. To meet the needs of the constantly changing preferences of corporate boards and committees, Scott is available for individual conferences and calls. Compass Financial is fueled by the desire to lead people to success, and this is shown by many who have trusted Compass and reached retirement with their savings goals met, businesses that have seen tax relief, and young professionals that have started their financial journey with confidence.