MOTHER-DAUGHTER OWNED WEALTH MANAGEMENT FIRM REBRANDS, RELOCATES
Charleston-based Compass Financial celebrates 6-year anniversary with new look, new location and modernized, client-centric approach.
FOR IMMEDIATE RELEASE | January 31, 2020: Charleston, SC: Woman-owned wealth solutions firm Compass Financial today announces their six-year anniversary with a brand revamp and relocation to a new office space off Ben Sawyer Boulevard in Mount Pleasant, SC. Founded by mother-daughter team Karen Stawicki and Samantha Irish, the bespoke firm focuses on tax-efficient retirements for clients across the country from their Lowcountry headquarters.
“At 19-years-old with $150 and everything I owned packed into a Ford Mustang, I started on what would become a lifelong career in finance. Nearly 40 years later, with my brilliant daughter at my side, I am proud to continue growing and modernizing our firm in a client- centric way," says Compass Financial CEO Karen Stawicki. “Our updated brand, easy-to-use website, and welcoming new office space will help us continue to offer extraordinary service to our clients as they achieve their unique financial goals.”
Comprised of independent financial professionals, Compass Financial works with an array of clients ranging from up-and-coming Millennials and budding business owners to the retirement- ready. The firm’s signature approach is encapsulated by beginning with the end in mind.
“I’ll never forget the joy and satisfaction from the first time I helped someone confidently retire,” says Compass Financial President Samantha Irish. “As we enter this next phase in business, we remain committed to making sure our clients know we are in their corner for the long haul.”
Compass Financial specializes in tax mitigation solutions, pre and post-tax retirement strategies, premium finance, guaranteed lifetime income annuities, fixed and index annuities, term and permanent life insurance, and dynamic business solutions including buy-sell, key- man and business succession planning.
The company’s new office is located at 1470 Ben Sawyer Blvd Suite A-1 in Mount Pleasant.
Compass Financial continues to offer complimentary one-hour financial consultations. To learn more about the firm’s approach or schedule your session, visit https://www.navigateyourwealth.com.