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. 

YOUR QUESTIONS ANSWERED

At Compass Financial, we are here to help you navigate your wealth by eliminating uncertainty, curating your fluid plan and ensuring your confidence in your financial future.

We believe that your money - how it will work for and support you - should never be a mystery.  After decades in the financial services industry, we hear the same three questions from clients across all ages and walks: 

At Compass Financial, we can help you navigate which debt to mitigate to grow your wealth, when to distribute versus accumulate, where there are tax burdens you may be missing and, above all, how to live with confidence that you will have enough at the end of the day.  

 

We may not have a crystal ball for you, but we do have your financial map.

 

Sound like you? Your biggest financial questions have answers - let’s find them together. Get in touch with us today.  

STAY IN THE KNOW

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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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