Welcome to Compound Wealth Advisors

What We Offer

We offer an opportunity to get you organized, engaged and prepared for the most rewarding time of your life. Your financial life journey with Compound Wealth Advisors as your partner will begin with an intensive Discovery session where we clarify your vision and values and begin to set a course to realize your ambitions. We will review your resources and create strategies to optimize your financial future.

Your Journey

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Your Financial Life Plan

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Retirement Planning

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Family Consulting & Education

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Investment Management

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Insurance

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Tax Planning

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Estate Planning

Your Journey

Your journey begins with a private conversation with us so we can gain a better understanding of your unique circumstances. We feel it is our obligation to know your vision and values before we begin working with you on your financial life plan. Our recommendations will be guided by the information you share with us. We will honor and protect your privacy to the best of our ability. Please note that we may need to share some of your information with our business partners in the course of delivering financial planning services to you.

Your Financial Life Plan

Your financial plan and life plan are deeply intertwined—your wealth, health, and happiness are all connected. At Compound Wealth Advisors, we’re dedicated to not only managing and growing your wealth but also guiding you on how to prepare for, and live your best life now and through retirement. We start by ensuring that your estate is well-protected through comprehensive reviews of life, property, and health insurance. From there, we develop strategies to grow your estate while minimizing taxes. Our focus will then shift to estate planning all guided by your life aspirations.

Retirement Planning

Planning for retirement is a lot more than just saving money- it’s about securing your future. We will work with you to craft a comprehensive retirement plan so you can enjoy your golden years free from worry. From assessing your current savings to forecasting your retirement needs, we can develop strategies that make your retirement goals attainable. We want you to spend your time on what matters most to you while we sweat the details.

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Family Consulting & Education

There comes a time when you need to speak with your aging parents or your adult children about financial matters. We are happy to facilitate these important conversations. We can prepare educational material and facilitate conversations that are difficult or simply need to be more thorough.

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Investments

At Compound Wealth Advisors, we offer personalized investment strategies that are designed to align your long term objectives with your risk tolerance, risk capacity, and risk preferences. Whether your goal is to grow your wealth, diversify your investments, or secure steady income, we can guide you through the complexities of portfolio allocation. Our model portfolios, built with low-cost exchange-traded funds (ETFs), are designed to help you achieve your goals with minimal cost and maximum efficiency.

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Insurance

Many people mistakenly think of insurance as an unnecessary expense but we believe that insurance is critical for protecting your estate, especially if something should happen to you. Insurance is the moat around your castle and before we start focusing on building your castle, we need to make sure you are adequately protected.  At Compound Wealth Advisors we will review your current insurance, including life, property and health, to make sure you have all the basic coverage you need without any gaps or low caps.

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Tax Planning

Tax planning is essential to keeping more of what you earn. Our tax planning services are designed to minimize your tax liability while ensuring compliance with current laws. We provide proactive strategies to optimize your tax situation, from deductions and credits to tax-efficient investment vehicles. Let us help you navigate the complex tax landscape so you can take advantage of opportunities to save money throughout your lifetime.

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Estate Planning

Preserving your legacy requires thoughtful estate planning. We coordinate with estate attorneys to offer comprehensive services that include creating trusts and wills and developing gifting strategies to ensure that your assets are distributed with minimal taxation and maximum privacy. We will work diligently to protect your interests through legal structures that can safeguard your family’s future. With our guidance, you can have peace of mind knowing that your legacy is secure for future generations.

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Free Financial Review

Live your golden years with confidence. We offer pre-retirees and retirees an opportunity to ensure that your investments, insurance, tax strategies, and estate planning all align with your retirement goals and aspirations. Schedule your free financial review today. Please note this is available to qualified candidates only.

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accreditation and Partners

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