Compass Wealth Strategies
Wealth Advisor: Compass Wealth Strategies
A family-driven wealth management firm with over 40 years of experience in financial planning and investment management.
Hey, I’m Andrea!
I’ve always been on a mission. While the charge has changed from protecting iconic destinations with National Geographic, to ending malaria with the United Nations Foundation, and starting a non-profit to give moms and babies a healthy start with 1,000 Days. The overall goal remains steadfast: To Lift-Up.
Now as a Certified Financial Planner, my personal mission is to empower women & families to live their best financial lives- a life of fulfillmint.
"Be the change that you wish to see in the world." ~Gandhi
At Compass Wealth Strategies, we meet you wherever you are on your wealth journey, providing personalized guidance to create your unique path to financial fulfillment. With a deep understanding of what matters most to women & families, we celebrate your progress, empower your decisions, and help you build the financial future you deserve. Together, let's create a plan that supports a life filled with meaning, purpose, and joy!
