THE COMPASS POINTE GROUP

We offer a complete range of financial services for the high net worth investor located in and around Rancho Bernardo, CA. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment... With an emphasis on personalized attention and wealth management, our team has more than 100 years of collective experience in family and institutional wealth management. Though we are based in Rancho Bernardo, California, we serve clients nationwide. Using Stifel's open-architecture platform, we're able to draw on the latest research and strategies to provide high-quality investment planning and customized wealth management for our clients.

Primary location: Rancho Bernardo United States