Protecting and Growing Your Business Wealth
Owning a business brings unique financial challenges and opportunities. At Compass Wealth, we help business owners build strategies that optimize cash flow, minimize taxes, and protect their business and personal wealth.
Business Succession Planning
A solid succession plan ensures your business continues to thrive when you retire or transition ownership. We help create tax-efficient strategies that protect both the business and your financial future.
Tax-Efficient Investment Strategies
Investing within your corporation requires careful tax planning. We help structure corporate investments, dividend strategies, and holding companies to maximize returns while minimizing tax liabilities.
Risk Management & Insurance
Protecting your business and personal assets is crucial. We provide guidance on key person insurance, buy-sell agreements, and personal wealth protection to ensure your financial security in any situation.