Compass Financial of Mt Pleasant
Run a free full auditContact Information
-
Address
Mt Pleasant, SC 29464 -
Phone
(843) 800-5241 -
Website
navigateyourwealth.com -
Facebook page
facebook.com/CompassFinancialCHS -
Google Reviews
5.0 out of 5 stars from 5 Google reviews
Location
About Compass Financial of Mt Pleasant
Compass Financial is a financial planner in Mt Pleasant, SC. The firm specializes in wealth management, tax mitigation, and personalized financial planning for high-net-worth individuals. While based in the Charleston area, the firm serves clients across the country. Compass Financial maintains a 5.00 rating from its clients.
The firm utilizes a signature approach known as The Power of 3, which focuses on three core pillars: growth through minimized risk, reliable and sustainable retirement income, and maintaining liquidity to adapt to life changes. Led by CEO Karen Stawicki, the team brings over 50 years of combined experience to the practice. The firm's strategies are designed to create tax-efficient retirement plans that aim to reduce a client's tax burden.
Compass Financial is recognized for its expertise in helping clients navigate retirement with confidence. The firm's leadership includes a Lifetime Member of the Million Dollar Round Table and a former Business Woman of the Year, reflecting a long-standing reputation for excellence in the financial services industry.
The firm provides specialized wealth management and tax mitigation services to help individuals in Mt Pleasant and beyond secure their financial futures.
Services:
- Investment Growth
- Retirement Planning
- Tax Optimization
Score Summary
BizScoreAI scanned the website navigateyourwealth.com on September 21, 2026. Compass Financial of Mt Pleasant has a BizScore of 71 out of 100.
- AI Visibility49 out of 100
- SEO88 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 8 of 25 points, Content Readiness 22 of 30 points, AI Trust Signals 14 of 20 points.
Website audit sub-scores (out of 100): On-Page 85, Technical 95, Performance 78, Content 93.
Strengths: 8 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, LocalBusiness Schema, Q&A Content, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 9 checks. llms.txt (failed), FAQPage Schema (failed), Google Business Profile Link (failed), Third-Party Review Links (failed), Speakable Schema (warning), Hyperlocal Targeting (warning), Local Multimedia (warning), AI-Parseable Headings (warning), Author Signals (warning).
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Browse: Businesses in Mt Pleasant, SC · Financial Planner in SC · Businesses in SC
AI engine reads
Read by AI engines 4 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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