Welcome to Compound Wealth Advisors

Who We Serve

We serve individuals and families preparing for retirement or those that have recently retired. We also serve surviving spouses and individuals who have recently inherited wealth.

Pre-Retirees: Saving and Investing

Some of the more common questions we hear is when can I retire? or, have I saved enough for retirement? These aren’t just idle musings—they’re the foundation of your financial future. At Compound Wealth Advisors, we specialize in turning these questions into actionable strategies. Our comprehensive financial planning process is designed to optimize your resources while protecting the estate you’ve worked so hard to build. We’ll work with you to craft a plan that not only aligns with your current lifestyle but also paves the way for the retirement you’ve always envisioned. Time is a precious asset in financial planning. The sooner you start, the more opportunities you will have to grow and protect your wealth.

Retirees: Spending, taxes and legacy

As you approach retirement, you’re likely facing a myriad of important decisions. When is the best time to start collecting Social Security? Is traditional Medicare or Medicare Advantage the right choice? How can you minimize your tax burden during retirement? What estate planning documents should you have? At Compound Wealth Advisors, we understand these questions can seem daunting. We’re here to make things easier for you by creating a comprehensive financial plan that addresses your needs and concerns. Our goal is simple: free our clients to spend time on what truly matters to them while we work on implementing your financial plan.

Surviving Spouses

During this challenging time, you may find yourself facing unfamiliar financial responsibilities. Rest assured, even if you have little experience with financial matters, we can help guide you. Our process begins by helping you organize your financial information, providing clarity and structure. We’ll then take the time to truly understand your unique circumstances, ensuring our advice is tailored to your specific situation. Using the information you share with us, we’ll conduct a thorough analysis and work with you to develop a clear, actionable plan for moving forward. As your fiduciary financial advisor, we are committed to always putting your interests first.

Sudden Wealth

Suddenly finding yourself with a substantial sum of money can be both exciting and overwhelming. Whether you’ve inherited a fortune or hit the jackpot, this newfound wealth presents a unique opportunity to reshape your future. At Compound Wealth Advisors, we understand that money is more than just numbers—it can be a tool to create the life you’ve always dreamed of and a tool for good. Our financial planning process is designed to help you find clarity. We’ll work with you to uncover what truly matters to you and transform abstract ideas into concrete, achievable financial goals. By aligning your newfound resources with your personal values and vision, we can help you turn your wealth into a source of fulfillment and security, not stress.

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.

Schedule an Introductory Call

accreditation and Partners

cfp icon2 icon5 icon4 icon3 icon6 FPA
cfp icon2 icon5 icon4 icon3 icon6 FPA