Your wealth, your legacy, our guidance.
Boutique wealth management grounded in strength, honesty, and decades of experience. Together, we navigate retirement, life transitions, and family wealth with a strategy tailored entirely to you.
A true partner for life’s major transitions.
Founded on the belief that small and independent is better, Sapphire Compass Advisors brings together seasoned advisory leaders with combined insight and a shared vision for client care. Together with our client-first team, we provide the clarity, stability, and hands-on stewardship needed to help guide your wealth through every chapter of life.
We help provide clarity and direction in changing times.
We stand beside you through every major life transition, providing the independent guidance and disciplined strategy to help secure what you’ve built.
Planning first, then the portfolio.
Most people arrive with multiple accounts across a few platforms, without a comprehensive view of how they work together. We start there, because investing without a plan is guessing with more steps.
1
Financial planning
Every account in one view
2
Investment management
Diversified, long-term allocations
3
Retirement planning
What to draw, from where, in what order
4
Insurance planning
Long-term care, life, and disability
5
Estate planning coordination
Creating a legacy
Empowering pre-retirees, business owners, and families.
We don’t screen by asset level. The clients we work best with want to be told what is happening, would rather understand a decision than hand it over, and are not looking for anyone to beat the market on their behalf.
Pre-retirees and retirees
We craft income strategies and structured distribution plans that help protect your life’s work, soften market ups and downs, and help give you confidence in your retirement.
Business owners & entrepreneurs
From retirement plan coordination and tax-efficient strategies to business succession and sale transitions, we help protect the enterprise you’ve built and turn business value into lasting personal wealth.
People going through life changes
We partner with individuals navigating divorce or the loss of a spouse by delivering patient, hands-on support and clear education so you can take control of your financial future with confidence.
Multi-generational families
We work alongside parents, adult children, and growing families to coordinate estate goals, structure education savings, and ensure your values and wealth carry forward seamlessly.
Why families choose Sapphire Compass.
Families work with us because they want an accessible, honest partner who helps shield them from corporate noise, listens to their goals, and strives to provide steady direction through life’s biggest shifts.
We’re small by design and independent by choice.
We own it outright, so growth is a choice rather than an obligation. There is no parent company directing our decisions or delivering mandates. Small and partner-owned is the point, and we intend to stay that way.
We know you by name, never by number.
We take great pride in knowing our clients personally, from account information and family dynamics to, sometimes, even the names of their pets. If it’s important to you, it’s important to us.
We combine planning depth with portfolio rigor.
We bring two different kinds of training to the same table: CERTIFIED FINANCIAL PLANNER™ and MBA credentials on the planning side, and more than thirty years of markets, portfolio design and model allocation that began on a Manhattan brokerage floor.
We work alongside your CPA, not after them.
We have spent years co-planning with accountants and estate attorneys instead of trading handoffs. When your accountant or your attorney is involved, we are in the meeting with them, so the tax strategy, the estate documents and the portfolio all say the same thing. Many of our client relationships started exactly this way.
We’re intentionally calm in a noisy market.
We build sustainable allocations and diversify broadly, so a bad week is something to expect rather than something to act on. We will not claim to beat anyone. We will claim to know your situation and to be reachable, and those are the things we can actually control.
Neither Sapphire Compass Advisors nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Independent practice, institutional platform.
Sapphire Compass Advisors is an independent practice affiliated with &Partners. The distinction matters in a specific way: &Partners provides the platform, and Fidelity holds the assets, and neither one directs the advice you get.
&Partners.
Our broker-dealer and investment adviser platform. Securities and investment advisory services are offered through &Partners, LLC, member FINRA and SIPC. &Partners is advisor- and employee-owned and works with a limited number of advisor practices, which is why we can reach a person rather than a call center.
Fidelity, through National Financial Services LLC.
Our primary custodian. Your money and investments are held at NFS for safekeeping, one of the industry’s leading providers of that service.
*Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) is our primary custodian where your assets are held for safekeeping.