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