By Moe Ansari

Life is complicated, is it not? Add money to the picture and things get downright overwhelming. In previous decades, people often worked for the same company for most of their lives, lived a few years in retirement on Social Security and their pensions, and passed modest estates on to their children. 

That picture has drastically changed with increased longevity, changing demographics, and a more complex and volatile financial world. Now most people lose sleep over how they’re going to make everything work. Thankfully, it doesn’t have to be this way. 

At Compak Asset Management we strive to give our clients peace of mind as we create customized wealth management strategies. But we go a step further. We know you want more out of life than just a secure retirement plan, so we focus on helping you experience more life fulfillment and personal happiness through the process. 

Who We Are

Compak is an award-winning independent wealth manager providing custom-tailored portfolio and retirement solutions. Since our founding in 1999, we have provided investors with some of the best advice, ideas, and products with the goal of enhancing their life experience. Our robust team provides the expertise and experience to handle the financial challenges you face. In fact, the average number of years in the industry for our team members is over 15! 

How We Work

Your life, your goals, your needs, and your values make up the foundation for every financial plan we design. We do this to create a financial plan that is meaningful to you, not just pages of numbers. Only once we’ve developed an understanding of who you are do we turn to strategy, delivering world-class wealth management with proactive asset management as the underlying foundation.

Once a sound asset management strategy has been implemented, we move on to personal financial planning, working with our clients on everything from money management, tax strategies, retirement planning, legacy planning, and last but not least, life satisfaction. In addition to your portfolio management team, you will also work with one of our Certified Financial PlannersTM (CFP® professionals) who will develop a comprehensive financial plan at no additional charge and will remain your planner during your time at Compak. They will work with you to implement appropriate strategies, such as building an emergency fund, establishing a spending and savings plan, purchasing disability or long-term care insurance, and much more. 

When your plan is in place and you are steadily working toward your goals, your team will consistently review and adjust your plan, making sure you are on track no matter what life brings your way. 

Who We Serve

While we serve a diverse range of clients who vary in age and profession, they share a few things in common. They don’t want cookie-cutter financial solutions or a salesperson wanting to sell a product. Instead, they value a personal approach, a long-term relationship, and comprehensive financial solutions from a fiduciary they can trust to have their best interests in mind. Our clients want to make the right decisions for their money and learn how to navigate their financial challenges and opportunities to create the life they want. 

The Compak Difference

There are a lot of financial advisors out there. But there’s a lot about Compak that sets us apart from the rest. For one, we’ve been around a long time and have served almost 900 client families. The experience and knowledge of our team members is deep, and we integrate the services of CFP® professionals, CFA® charterholders, and holders of the Chartered Retirement Planning CounselorsSM (CRPC®) designation.  We go beyond just managing your finances by truly caring about you and your well-being. 

Our Goal For You

As we collaborate with you to reach your goals, our goal for you is that you would experience financial peace of mind you didn’t think was possible. If you are ready to work with a team of fiduciaries who put you first and work diligently to preserve and build your wealth as you build your ideal life, contact us today at 800-388-9700, investments@compak.com, or compak.com/seminars for a complimentary get-acquainted meeting. 

About Compak Asset Management

Compak Asset Management is an independent wealth manager providing custom-tailored portfolio and retirement solutions. Founded in 1999 by Moe Ansari, we are a fiduciary dedicated to providing clients with some of the best advice, ideas, and products to enhance their lives. Compak’s customized solutions and experienced team combine to deliver world-class wealth management and tailored financial plans to meet our clients’ financial needs.