top of page

Mother-Daughter Owned Wealth Management Firm Rebrands, Relocates

Charleston-based Compass Financial celebrates 6-year anniversary with new look, new location and complimentary client consultations

FOR IMMEDIATE RELEASE | February 11, 2020: Charleston, SC: Woman-owned wealth solutions firm Compass Financial today announces their six-year anniversary with a brand revamp and relocation to a new office space off Ben Sawyer Boulevard in Mount Pleasant, SC. Founded by mother-daughter team Karen Stawicki and Samantha Irish, the bespoke firm focuses on tax-efficient retirements for clients across the country from their Lowcountry headquarters.

“At 19-years-old with $150 and everything I owned packed into a Ford Mustang, I started on what would become a lifelong career in finance. Nearly 40 years later, with my brilliant daughter at my side, I am proud to continue growing and modernizing our firm in a client-centric way," says Compass Financial CEO Karen Stawicki. “Our updated brand, easy-to-use website, and welcoming new office space will help us continue to offer extraordinary service to our clients as they achieve their unique financial goals.”

Comprised of independent financial professionals, Compass Financial works with an array of clients ranging from up-and-coming Millennials and budding business owners to the retirement-ready. The firm’s signature approach is encapsulated by beginning with the end in mind.

“I’ll never forget the joy and satisfaction from the first time I helped someone confidently retire,” says Compass Financial President Samantha Irish. “As we enter this next phase in business, we remain committed to making sure our clients know we are in their corner for the long haul.”

Compass Financial specializes in tax mitigation solutions, pre and post-tax retirement strategies, premium finance, guaranteed lifetime income annuities, fixed and index annuities, term and permanent life insurance, and dynamic business solutions including buy-sell, key-man and business succession planning.

The company’s new office is located at 1470 Ben Sawyer Blvd Suite A-1 in Mount Pleasant.

To celebrate six years in business, Compass Financial continues to offer complimentary one-hour financial consultations. To learn more about the firm’s approach or schedule your session, visit


About Compass Financial

Founded in 2013, Compass Financial is a boutique wealth solutions firm based in Charleston, SC with a strategic focus on creating tax-efficient retirements for clients across the country. 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.

To learn more, visit or connect with us on LinkedIn.


bottom of page