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Compass Rose Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Welcome

Our mission is simple: We want to be the financial compass that helps you stay the course and reach your goals. We offer a solid sense of direction and we’re in it for the long haul.

Life’s journey is full of financial twists and turns – some predictable, others unexpected. Along the way, you might wonder: What should I do to protect my family’s future? Will I have enough? How do I plan for the unpredictable?

Whatever your goals, we serve as a “financial compass” to help you stay the course – with a keen understanding of the landscape, a clear long-term plan, and a solid sense of direction.

We believe:
  • Our business is all about you. We dedicate our time and experience to helping you reach your goals.
  • We build a strong foundation with our clients right from the start, so that our relationships can grow and flourish for the long haul.
  • Communication is key. That’s why we’ll work with your accountants and estate attorneys so that everyone is on the same page.
 
For a second opinion about your investments or to talk about your objectives, give us a call at 800-776-5973.

Services Include

  • Financial Planning
  • Business Planning
  • Business Succession Planning
  • Asset Management
  • Retirement Planning
  • Planning for Education Funding
  • Estate Planning Strategies
  • Cash Management


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 6565 Americas Pkwy Ne, Ste 400
  • Albuquerque, NM 87110


    Meet Compass Rose Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Compass Rose Group today.

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