Compass Plan Wealth Strategies is a forward-thinking firm providing individualized guidance and a highly engaged standard of care to a select group of individuals, families, and businesses, both locally and around the country.
Founder Joe Stassi, AIF®, has more than three decades of experience in the financial services industry. As a investment fiduciary, Joe is committed to acting in his clients’ best interests and emphasizes transparency, disciplined risk management, and long-term planning. His objective is to help clients make informed financial decisions aligned with their goals, time horizons, and risk tolerance.
Our mission is to become an essential partner to our clients by helping them define and pursue what matters most financially. This pursuit requires the ability to deliver comprehensive, relevant wealth management through our experience, passion, and a vast array of resources.
Why Choose Us?
- Planning Together
We believe financial planning should feel clear, personal, and supportive, not confusing or overwhelming. We take a collaborative approach, working closely with you to help you understand your financial position and how prepared you are for the future.
- Personalized Guidance
Our guidance is always tailored to you. We take the time to understand what matters most, and we are genuinely invested in helping you pursue your goals. You can count on us to bring our full experience, resources, and dedication to every step of the process.
- Service That Puts You First
Most of all, we are committed to being there when you need us. Responsive, attentive service is not an extra; it’s the standard. We aim to exceed expectations and make sure you always feel supported, informed, and confident moving forward.
Our Guiding Values
Clarity Through Communication
We believe understanding builds confidence. By keeping communication open, honest, and jargon-free, we help you see the “why” behind every decision, so you always know where you stand and where you are headed. This collaborative approach ensures you always feel informed and supported.
Integrity in Every Action
As financial fiduciaries, we act solely in your best interest. Every recommendation, every plan, every conversation is guided by transparency, discipline, and a genuine commitment to helping you reach your goals. Integrity guides every recommendation and every plan we deliver.
Partnership for the Long Term
Financial planning is a lifelong relationship. We stay actively involved, adapting your plan as life evolves, so you always have a trusted partner helping you stay on course. Our attentive service and long-term commitment are central to the experience our clients value most.
Ready to start your journey?
Let’s create a plan that gives you confidence in your financial future.
