About Compass Wealth Inc.
Making smart choices today can help lead you down the path toward financial independence. As experienced professionals, we can help you get there with our consistent and stable approach to preserving your financial well-being. We hold ourselves to high standards and offer you constant support if you need guidance, were always a phone call away.
Sue finds a great deal of meaning in helping guide clients toward achieving their vision whether that vision includes a new home, sending a child to college, retiring early or simply enjoying a comfortable retirement. Many of her clients are local, and she gets to know the families and individuals she serves on a deeper level. She carefully crafts realistic financial plans for all of her clients, taking into account their unique needs.