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Compak Asset Management

Providing customized wealth management solutions to meet our clients' financial goals.

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Compak Asset Management is an SEC-Registered investment advisor dedicated to providing wealth management solutions to its clients.  Compak Asset Management’s mission statement is to “enhance the life experience of its clients by providing customized solutions for their wealth management needs”.  Compak’s philosophy is to deliver wealth management, with proactive asset management as the underlying foundation.

The Compak wealth management process begins with understanding each client’s needs and developing an appropriate risk profile.  The profile is used to create a basic asset allocation and to select an appropriate investment strategy. Once a client has embraced a sound asset management strategy, the focus moves to Personal Financial Planning.  Compak Asset Management employs a team of Certified Financial Planners that can create a comprehensive plan. These individual financial plans include retirement planning, tax analysis, new-worth projections, personal risk review, and estate planning along with Monte Carlo probability analysis.

While prudent asset management is vital and financial planning plays an important role in wealth management, these activities have to be integrated to align financial resources with life’s goals. Compak has relationships with leading estate planning attorneys and accountants for coordination and seamless delivery of world-class expertise as part of its wealth management process.

To learn more about Compak Asset Management and its wealth management solutions, click here to visit the Compak Asset Management website.To learn more about Compak Asset Management and its wealth management solutions, click here to visit the Compak Asset Management website.

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