Compass Financial

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