Why We Built Compass: A Better Model for Financial Planning

Robert Amato explains the story behind Compass Wealth Management, detailing how a commitment to planning, unbiased advice, cost transparency, and consistent strategy shaped the firm. No commissions, no hidden agendas, just ongoing planning tailored to real client needs.

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This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of September 22, 2025, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.