At Compass Private Wealth Group, we believe that smart financial guidance is about more than just numbers — it’s about purpose, clarity, and confidence.
Founded by Manny Ruiz and Will Ciccone, our firm was born out of a shared belief: that wealth should be managed not just to grow, but to enhance the life you want to live. As a fee-based, fiduciary Registered Investment Advisor, we put your interests first — always. Unlike typical firms beholden to products or commissions, we focus on strategies that align your money with your deepest priorities and long-term goals.
We specialize in serving corporate executives, business owners, and professionals who value thoughtful planning and personalized attention. Whether tackling executive compensation challenges, planning for retirement, or optimizing investments, we bring decades of experience and a client-first mindset to every relationship. With us, you won’t just get a financial plan — you’ll get a trusted partner dedicated to navigating life’s most important decisions alongside you.
Our Guiding Values
Fiduciary Integrity
We act with unwavering integrity in everything we do. As a fee-based fiduciary firm, your interests always come first. That means no hidden incentives, no product pushing — just honest, thoughtful advice tailored to you.
Personalized Partnership
Your financial life is unique — your planning should be too. We take time to listen, understand your story, and craft bespoke strategies that suit your goals and risk profile. This isn’t a template process — it’s a collaborative journey.
Clarity Through Complexity
Financial decisions can feel overwhelming, especially for high-achieving professionals. We simplify complexity with clear explanations, thoughtful insights, and proactive guidance so you feel confident at every stage of your journey.
Ready to Get Started
Your financial future deserves more than guesswork — it deserves purposeful strategy and a team that truly listens. If you’re ready to build a plan that reflects your values and drives meaningful results, let’s talk.