Meet Your Advisor

Joe Stassi, AIF®, is the founder of Compass Plan Wealth Strategies and a financial consultant affiliated with LPL Financial. With more than 32 years of experience guiding clients through all stages of their financial lives, Joe brings a disciplined, fiduciary approach to financial planning and investment management.


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Our Process

STEP

Understand your needs and goals.

Start with a relaxed conversation about your current finances, your dreams for the future, and the life you want to live. Share what matters to you.

STEP

Understand your needs and goals.

Start with a relaxed conversation about your current finances, your dreams for the future, and the life you want to live. Share what matters to you.

STEP

Develop your plan.
 

Together we organize your finances, refine your investment strategy, and align your risk level with your goals, tailored to your individual needs and priorities.

STEP

Develop your plan.
 

Together we organize your finances, refine your investment strategy, and align your risk level with your goals, tailored to your individual needs and priorities.

STEP

Move forward with confidence.

With a clear roadmap in place, financial uncertainty begins to ease. You gain greater peace of mind and freedom to focus on what matters most.

STEP

Move forward with confidence.

With a clear roadmap in place, financial uncertainty begins to ease. You gain greater peace of mind and freedom to focus on what matters most.

STEP

Understand your needs and goals.

Start with a relaxed conversation about your current finances, your dreams for the future, and the life you want to live. Share what matters to you.

STEP

Understand your needs and goals.

Start with a relaxed conversation about your current finances, your dreams for the future, and the life you want to live. Share what matters to you.

STEP

Develop your plan.
 

Together we organize your finances, refine your investment strategy, and align your risk level with your goals, tailored to your individual needs and priorities.

STEP

Develop your plan.
 

Together we organize your finances, refine your investment strategy, and align your risk level with your goals, tailored to your individual needs and priorities.

STEP

Move forward with confidence.

With a clear roadmap in place, financial uncertainty begins to ease. You gain greater peace of mind and freedom to focus on what matters most.

STEP

Move forward with confidence.

With a clear roadmap in place, financial uncertainty begins to ease. You gain greater peace of mind and freedom to focus on what matters most.

STEP

Understand your needs and goals.

Start with a relaxed conversation about your current finances, your dreams for the future, and the life you want to live. Share what matters to you.

STEP

Understand your needs and goals.

Start with a relaxed conversation about your current finances, your dreams for the future, and the life you want to live. Share what matters to you.

STEP

Develop your plan.
 

Together we organize your finances, refine your investment strategy, and align your risk level with your goals, tailored to your individual needs and priorities.

STEP

Develop your plan.
 

Together we organize your finances, refine your investment strategy, and align your risk level with your goals, tailored to your individual needs and priorities.

STEP

Move forward with confidence.

With a clear roadmap in place, financial uncertainty begins to ease. You gain greater peace of mind and freedom to focus on what matters most.

STEP

Move forward with confidence.

With a clear roadmap in place, financial uncertainty begins to ease. You gain greater peace of mind and freedom to focus on what matters most.

Ready to begin?

Let us start the conversation. Reach out today to take your first step forward.

Get Started

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