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Compass Point Wealth Management

Compass Point W...

After visiting the home office and seeing some of the custom marketing pieces in person, I had high hopes – and I was not disappointed. I really appreciated the interview process. The team was able to ‘see’ this practice the way I do and create a brand that helps me share it with our clients and prospects.

Heather Noyes, CFP®

Vice President, Investments


Team of Certified Finacial Planner™ professionals.


Retirement planning and comprehensive wealth management.


Retirees, business owners, professionals.


Create an uncommon brand that emphasizes a focus on long-term horizons and planning as a way to help clients find their financial direction and helps the team stand out from local competitors.

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