Align your wealth with what matters most. 

Let's make sense of your money.

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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

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