Our approach

Accessible, knowledgeable and experienced, we are committed to building and maintaining trust. We’re passionate about what we do and we bring that passion to helping every client make what may be the most important financial decisions of their lives.

 

Our Services

  • Outline icon of a family with a man, woman, and child standing in front of a house.

    Family

  • Outline of a house with a pitched roof, chimney, and a single door, enclosed within a circle, on a black background.

    Home

  • Outline icon of a person reading a book.

    Leisure

  • Outline drawing of a piggy bank with a coin above it, on a black background.

    Finance

  • Outline icon of a hand holding a medical cross with a plus symbol, representing healthcare or medical assistance.

    Health

  • Outline icon of person sitting at a desk using a computer against a black background.

    Work

  • Outline icon of a hand inserting a dollar bill into a slot or machine, representing payment or financial transaction.

    Giving

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In-person and remote options

Our office is conveniently located in 51 JFK Parkway, Short Hills, NJ. Can’t make it into the office? No worries – we’ve got you covered virtually.

 
 

Get started with Compass Private Wealth today.