We started our firm in 2009 to establish a stable platform to build a practice focused on relationships and integrity. We chose to open an independent firm to be free from conflicts of interest, but we also desired the size and offerings of a national firm to provide services for our approximately 125 families in 16 states and 3 foreign countries. Our firm is organized as a limited liability corporation with the Virginia State Corporation Commission and Rick is licensed as a Registered Representative. Additionally, he holds a license to offer life and health insurance in Virginia and select other states. Our goal is to effectively and efficiently provide enhanced information, feedback and advice.
Compass Wealth Strategies
901 Richmond Road, City of Williamsburg, Virginia 23185
Your browser does not support the HTML5 Geolocation API. Enter your address in the text field above and try again.
You denied permission to use your current location. Enter an address in the text field above or change your location sharing settings for this page.
Unable to find your current location. Enter an address in the text field above and try again.
Location search timed out. Enter an address in the text field above and try again.
901 Richmond Road, City of Williamsburg, Virginia 23185
