COMPASS WEALTH MANAGEMENT

Whether you're facing retirement-or looking to better understand certain investment ideas-we can help you address your most pressing money questions... Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success... I concentrate on asset allocation risk management as it relates to goals and objectives. I help clients accumulate, preserve transfer wealth.

Also known as: Compass Wealth Management LLC

Primary location: Ooltewah United States