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+1 781-535-6083
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| 50 Braintree Hill Park Ste 105, Braintree, MA, 02184 | |
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0.2 miOpp 859 Willard St
0.2 miWillard St @ Thistle Rd
0.2 mi859 Willard St
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Specialties
Analysis and advice rendered based on your specific needs.
Fee only planning
Retirement planning: pre-retirement accumulation and post retirement distribution strategies
Investment and portfolio planning.
Estate and tax planning
Education funding plans
Wealth protection planning
Investment Management
Using no load and load waived mutual funds and Exchange Traded Funds (ETFs) and separate accounts strategically arranged in an optimized portfolio to match your own time horizon and risk tolerance. See separate brochure about our Compass Asset Management Program — (CAMP).
Personal Trust Capabiities
For investors who may be considering the need to use trusts and trustee services as part of their planning. See the SEI Personal Trust Capabilities brochure for more information.
History
Established in 1984.
Compass Capital Corporation is a Trusted Financial Advisor founded in 1984 by Timothy F. Shanahan and is registered as a SEC registered investment advisor. There is one primary office and some of our advisor agents maintain separate local offices in the Greater Boston area. Compass has 12 investment professionals and 3 support staff. As of December 30, the firm had in excess of 600 clients and was actively managing in excess of $ 175 million of total assets. We offer fee-based financial planning advice and investment management.
Meet the Business Owner
Timothy S.
Business Owner
Tim is a Trusted Financial Advisor advising high net worth individuals, corporate executives, retirement plans, and companies.
Tim helps business owners and C-levels executives, especially those who may be about to undergo a life-changing event such as retirement, the sale of a business or the exercise of stock options. He helps clients through his planning and advice to achieve their hopes, dreams, and ambitions through the rearrangement of their financial affairs and the investment of their capital.
Tim is the President and principal shareholder of Compass Capital Corporation (Compass), founded in 1984 as a Registered Investment Advisor in the practice of personal financial management and planning. He is also the founder (1985)and Chairman of Compass Securities Corporation, a Compass subsidiary and FINRA general securities broker/dealer.
Tim served as past President and past Chairman of the Greater Boston Society of the Institute of Certified Financial Planners.
