Working with Us


At Compston Wealth Management, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan – one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where we come in.

Our financial advisors are trained, licensed professionals, and we can draw on years of investment planning experience when creating a long-term strategy for you. We can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
     
  • How much money will I need in order to retire?
     
  • How can I get the most out of my 401(k)?
     
  • Should I have a traditional IRA or a Roth IRA?
     
  • How can I position my investments for higher potential returns while reducing risk?
     
  • How can I "inflation-proof" my investment income?
     
  • Do I need disability income insurance? Long-term care insurance?
     
  • How can I ensure that my children receive as much as possible from my estate?
     
  • What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. Compston Wealth Management is committed to you for the long-term.