We are here to help you

Navigate Your

Wealth

WHAT WE DO

The personal touch with global reach.

Compass Financial is a boutique wealth solutions firm based in Charleston, SC with a strategic focus on creating tax efficient retirements.  

 

Owned and operated by Karen Stawicki and her daughter Samantha Irish, Compass Financial helps clients around the world understand what they need to achieve their unique financial goals, stay aligned with their distinct course, and ultimately accomplish their retirement goals.

 

Comprised of independent financial professionals, Compass Financial sets a new standard for client care with high-touch concierge service, a signature approach, combined 50+ years of experience, and dedication to empowering you to help maximize your financial potential.

 

Beginning with the end in mind, we are committed to your financial confidence and motivated to help you make the most of your hard-earned money.

 

Let Compass Financial help you navigate your wealth. 

WHO WE SERVE

  • UP &

    COMING

    From climbing the ladder and serving the community to caring for your family, you are moving on up.

    Although you are an expert in your field, the wide world of finances get a little fuzzy. You are ready to get serious about saving and diversifying your assets, but want to know what you are working towards and need the map on how to get there.

    We are the long term partner who can help you maximize your financial strategies today while helping to ensure your family is set for tomorrow and educating you on all the ins and outs along the way.

    READY TO UNDERSTAND THE FULL POTENTIAL OF YOUR WEALTH?

  • STRUCTURED SAVER

    You’ve been hard at work - day in, day out and have the disciplined savings plan to show for it.

    All about that structure and steadily heading due North, you have the savings plan and unwavering discipline down to a science but are stuck with how to maximize your monies beyond squirreling them away in a savings account. 

    Starting with you and your unique goals, let us help you explore options that can help diversify your wealth and make the most of your hard earned dollars. 

    ARE YOU A GOOD SAVER

    BUT NOT SURE IT'S IN THE

    RIGHT PLACE?

  • AMERICAN DREAMER

    As an entrepreneur, you are creating a life you love on your terms. Bravo!

     

    Sailing past the start-up phase, you have gained traction but realize your building years left little in the savings coffers.

     

    You need a partner who gets the unique financial fluxes of owning a business - one who can help you take advantage of abundance and opportunities while also keeping you stay strong and steady during life’s challenges. 

    We are here to help you focus back on yourself and assist you with finding appropriate solutions.

    DO YOU HAVE YOUR EXIT STRATEGY DOWN PAT?

  • RETIREMENT
    READY

    You're moving towards retirement and hoping it’s close enough to reach in the next few years. You have your nest egg, but suspect you’ll have to wait until your 70's to retire in order to ensure you, your spouse and your family will be completely cared for.

    Although you are disciplined in your savings and diversifying your portfolio, you still can’t help but feel the next steps are murky and you’re wondering if what you have is sufficient. 

    Let us help you reach the retirement you dreamed of - perhaps sooner than you realize.

    WANT YOUR HARD RETIREMENT QUESTIONS ANSWERED?

STAY IN THE KNOW

GET IN TOUCH

Based in Charleston, SC

Serving clients across the globe.

1470 Ben Sawyer Blvd.  Suite A-1

Mount Pleasant, SC 29464

Phone: 843-800-5241

Fax: 843-800-5253

Don't want to play phone tag? Book a call with us now!

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