What is the founding principle of the company?

The founding principle of the company is that what's best for the clients is best for the company. This statement has been the driving force behind every piece of advice the team offers.

What types of services does the company provide?

The company offers financial planning services designed to help clients with a variety of goals, including planning and saving for retirement, sending kids to college, paying for a wedding, or buying a first home. They also specialize in serving teachers, professionals approaching retirement, and retirees.

How does the company approach financial planning?

The company believes that financial plans are built through conversations, not on paper. They invite clients to come visit their team to determine if they are the right firm for their needs.

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Instantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

Voyager DBDeep data on millions of local businesses, with verified decision-makers to reveal.Contact ResearchHand-built prospect lists from human researchers, delivered in 24 hours.People SearchFind owners and decision-makers by job title, seniority and department.Chrome ExtensionColdlytics in your browser - prospect any business as you browse the web.IntegrationsInstantly, Smartlead, lemlist, Clay, HighLevel, plus Claude and ChatGPT over MCP.

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Compass Capital Management

$1.8M revenue • 8 employees • 2 Pomperaug Office Pk, Southbury, CT, 06488, United States

Last Updated Sep 1, 2025

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Company Overview

Company Name

Compass Capital Management

Address

2 Pomperaug Office Pk, Southbury, CT, 06488, United States

Website

compasscapitalct.com

Phone

(203) 264-8282

Approx. Annual Revenue

$1.8M

Employees

Established

2020

Google Reviews

4.5 (11 reviews)

About Compass Capital Management

Teachers Compass Capital Management is a financial planning firm based in Southbury, CT, United States, with approximately 2 employees. Established in 2020, the company specializes in offering financial guidance and services to teachers, professionals, executives, and retirees, with a focus on helping clients achieve their financial goals.

Business Profile

Read from the Compass Capital Management website on Oct 18, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed): 7/10 · Copyright notice says 2026; No online booking

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Compass Capital Management

Company Overview

Company Name

Address

Website

Phone

Approx. Annual Revenue

Employees

Established

Google Reviews

About Compass Capital Management

Business Profile

About the website

Financial Advisor Companies near Southbury, CT

Frequently Asked Questions about Compass Capital Management

What is the founding principle of the company?

What types of services does the company provide?

How does the company approach financial planning?

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