Our philosophy

Welcome to Compass International Wealth Management llc.  At CIWM we strive to provide our private advisory clients and institutional partners with unparalleled advice, service, actionable trade ideas based on our proprietary market timing and trading models, and above all, our unbiased, honest opinion of current market trends. With over 50 years of combined financial market experience , we have the expertise to guide you along the treacherous waters of financial markets, much like a trusted compass to a sailor!

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Our advisory process involves investing time to understand you, your personal circumstances, needs and goals. We want to know your dreams! We then design a plan of action to assist you in achieving your financial goals and help to make those dreams come true. Once we know where we want to go, we  have to decide how we are going to get there and charting a course of action is key to our philosophy. Once your investment profile is defined, we  then offer a variety of personalized, tested strategies to serve as the vessel to get you through the journey. Part of this process involves asset diversification, risk management, non-market correlated assets and managing tax exposure. Bottom line, we will match your financial profile to state of the art financial products and services from the top money managers in the industry. The right strategy for your unique individual situation. Your dreams, your goals, our execution!