Align your wealth with what matters most. 

Let's make sense of your money.

WHO WE ARE

Established in 2009, Compass Financial Wealth Management is a boutique investment and wealth management firm dedicated to aligning your financial strategy and investment portfolio with what matters most to you. Based in Charleston, SC, we are proud to serve 200+ clients across the country. 

 

Led by Founder and Chief Investment Counselor Timothy Hudson, our firm offers a personal approach coupled with extensive industry experience and uncompromising integrity to help ensure you feel more secure and confident in your investments and financial plan. 

 

We are here to make your money make sense. Through careful guidance, comprehensive education and custom solutions, Compass Financial Wealth Management is committed to helping you reach your unique financial goals.

 

 Let us help you invest towards your future.  

OUR PHILOSOPHY

Our philosophy is that making money should simply make sense and your wealth management strategy ought to align with what matters most to you. 

 

At Compass Financial Wealth Management, we exist to solve financial problems and provide investment solutions that will guide you towards your unique goals. Far beyond stocks and bonds, our job is to earn your trust, safeguard your confidence and build a long term relationship that will serve you for years to come. 

Sound like the type of financial professionals you want to work with?

WHO WE SERVE

  • YOUNG INVESTOR

    You are an up and coming force ready to lay the strong foundation for accumulating your wealth. But where to start? When it comes to investing, your options may feel overwhelming and it seems like everyone and their mother has an opinion or financial product to push.  

     

    Get off Robinhood and let’s navigate your investments together. With a teach-me-how approach, we’ll help you understand all the opportunities available to you and how to make smart moves with choosing your starting assets. 

    YOUR INVESTMENT STRATEGY STARTS HERE

  • TURN THE PAGE

    Sometimes life throws us a curveball challenging us to adjust and adapt quickly.

     

    Whether you are adjusting after a divorce, recovering from a loved one’s death or finding your feet following a major transition, we can help ground you on the financial front.  

     

    With a sensitive and supportive approach, we are here to help you quickly understand the ins and outs of your money, while adapting your assets and investments to suit you and your next chapter. 

     

    WE WILL HELP YOU TURN THE PAGE

  • BUSINESS OWNER

    All about that American dream, you are hustling to create a life you love on your terms as a small business owner and entrepreneur.

     

    When it comes to your wealth management plan and investment portfolio, traditional options may not be the best fit. 

     

    You need a partner who understands the unique financial fluxes that come with owning a business and can help guide you on how to make your money work for you.

     

    LET'S WORK TOGETHER

  • RETIREMENT READY

    You have your sights set on retirement and hope to reach it sooner rather than later.

     

    Although you are a disciplined saver with a diverse portfolio, you still question whether you can retire when you want to and if you will be able to maintain your hard-earned lifestyle. 

     

    We hear you and are here for you. Let’s demystify your financial plan and get you on the good path towards the retirement you’ve dreamed of - you may just get there faster than you think.  

     

    FINISH THE FINAL STRETCH

STAY IN TOUCH
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Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor.  Compass Financial and Client One Securities, LLC are not affiliated. 

 

The Compass Financial associated with this site may only discuss and/or transact securities business with residents of the following states: (GA, SC, NC, NY, MD, OH, CA).

 

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