William Ciccone CPWA®
Will Ciccone’s interest to originally pursue and study finance was rooted in an unconventional foundation: a passion for meteorology. Early on, he recognized the striking parallels between atmospheric modeling and the markets - both are complex, dynamic systems where success depends on the ability to filter noise and identify meaningful drivers. Drawing on nearly two decades of experience at Merrill Lynch and J.P. Morgan, Will founded Compass Private Wealth to provide a more intentional, focused approach to wealth management.
Will operates on a core conviction that differs from the industry standard: he believes wealth is created through concentration, not dilution. While many firms lean into the safety of overdiversification, Will champions a focused investment strategy designed to mitigate the risks of "closet indexing" and generic portfolio construction.
As a Certified Private Wealth Advisor® (CPWA®) - an elite designation earned through the Yale School of Management - Will specializes in the intricate needs of high-net-worth individuals. He is a staunch proponent of guiding clients through the high-impact variables that truly determine a plan’s success: rigorous assumptions on cash flows, realistic investment returns, and the critical element of time. His expertise spans the full spectrum of sophisticated wealth planning, including executive compensation strategies, tax optimization, and comprehensive estate planning.
Away from the office, Will remains a student of the elements, pursuing meteorology as a lifelong hobby. A lifelong resident New Jersey, he enjoys golfing and skiing, taking full advantage of the seasons with his family. Will lives in Randolph with his wife, Sarah, and their two daughters, Chloe and Olivia. Their household is kept lively by their two dogs, Beau and Rush.
Will is CERTIIED PRIVATE WEALTH ADVISOR®.