At Compass Capital Management, LLC we believe that your wealth is not solely determined by your money or your assets. Our team considers all important aspects of your life when preparing your LifePlan Solution™. Tax planning, risk management, estate planning, college funding and investment management are all coordinated into our client’s financial plans using independent advice under one personal advisor.
Please also note our office at:
7633 East 63rd Place Suite 300
Tulsa, OK 74133