Compass Wealth Management, headquartered in South Florida, is a leading Wealth Management and Multi-Family Office Firm, providing comprehensive financial planning, sophisticated tax expertise and investment management services. Compass Wealth Management was founded in 2003 by Sergio Fernandez, CFP, and Pedro Zamora, who together bring over 40 years of experience in the financial services industry. Their vision was to create a wealth management firm prepared and willing to sit on the same side of the table as its clients. The Firm is large enough to provide clients with significant resources in the scope of services, experience and research, yet intimate enough to provide clients customized personal service. Compass Wealth Management currently manages significant assets for families, corporations and not-for-profit organizations.
A Journey of Confidence
Financial planning is a journey. Life circumstances, needs and economies change. At Compass Wealth Management, our relationships with clients are built on a foundation of trust. It starts with asking the right questions and listening to the needs and concerns of our clients. We focus on providing customized solutions exclusively tailored to meet each client's individual needs. Our goal is to ensure that each relationship receives the type of personal service and comprehensive planning that is responsive to that client's unique needs, and only available with a boutique firm.
Our consultative approach is designed to help clients monitor their investments, periodically analyzing and updating their financial plan, keeping them focused on their financial goals and objectives. Our most important asset is the relationship we have with each client.
Our company was founded and is firmly rooted on the principle of trust, a trust that we strive to earn each and every day. Helping our clients pursue their goals and live their dreams is our passion.
Our independence assures you that we are always on your side - listening to your needs and expectations. We start with an understanding of your goals, objectives,and concerns, and then help you develop your financial roadmap.