At Compass Financial Group, we believe that having a coordinated strategy to managing your wealth can provide the framework for achieving financial security. Our wealth management approach may incorporate portfolio management, retirement planning, tax strategies, and a number of other services that can provide both balance and direction for your overall objectives. Read more
Compass is dedicated to the total economic wealth of investors. We use a flexible, but disciplined approach using institutional quality research to work toward achieving maximum returns consistent with your tolerance for risk.
A properly designed estate plan is an integral part of ensuring that your assets are protected and handled in a manner that is consistent with your desires. While most people understand that an estate plan can enable you to pass your assets to your heirs in the way you choose, there are many other reasons to address this important aspect of your financial preparation.
Being able to retire comfortably is one of the most common goals shared by individuals today, yet many find it difficult to assess their retirement preparedness. Increasing life expectancies coupled with rising medical costs and other future uncertainties are very real concerns that individuals and families must address.
While we do not prepare tax returns, there are still many ways to help reduce current and future income tax liability. We can provide some of those sophisticated tax minimizing options and ideas when appropriate and can work with your accountant or other tax professionals when implementing.
As a firm, we have a strong focus on helping our clients stay wealthy. One of the ways that we do this is by managing the risks of unexpected events. While some of our risk management techniques are implemented in our investment approach, we also want to make sure that you are sufficiently protected against risks outside of your investment portfolio.
We offer family office consulting services in which we can oversee various investment accounts and financial issues on behalf of the client. Our family office services also extend beyond the traditional financial services in our attempt to engage and meet the specific needs and objectives of our clients.
Blair C. Shein is a Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and is the Vice President of Compass Financial Group.
Jay L. Shein is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst®, a Certified Investment Strategistsm, and is the Chief Investment Officer and Strategist of the Compass Financial Group.
We manage wealth for individuals and families, providing investment management, financial planning, and family office services.
News and Publications
Concentrated Stock Strategy Paper
Jay Shein was published by CCH in the March 2019 edition of Estate Planning Review- The Journal. The paper was titled “Concentrated Stock Strategy.”
Forbes ranking of Best-In-State Wealth Advisors
In February 2019, Blair Shein was named to the Forbes 2019 ranking of Best-In-State Wealth Advisors.
ESG Investing Paper
Blair Shein was published by CCH in the January 2019 edition of Estate Planning Review- The Journal. The paper was titled “Environmental, Social & Governance (ESG) Investing: Making an Impact with Your Investments.”
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client, nor are they representative of any one client’s evaluation. Neither the firm nor any adviser paid a fee for the award.
Information about the criteria used in making these rankings is available by clicking here.