People value one-on-one advice, and I find they also value connecting and exchanging knowledge with others. We’ve cultivated a community where clients are friends and friends are clients. Our emphasis is on creating experiences that encourage connection and enrich our clients’ wealth-building journey.
Todd Compton
Founder, Compton Wealth
Our Principles
At Compton Wealth We Are:
01
Listeners
We listen first because your needs come first. By deeply understanding your goals, your big dreams and the worries that keep you up at night, we are able to create distinctive solutions that truly reflect your unique goals and objectives.
02
Strategists
In our planning methodology, we’re adept at addressing the big picture and the finer details. Today, it’s crucial to use the planning process to maintain focus, while also being prepared to adapt to unforeseen challenges to capture new opportunities.
03
Attentive
I take pride in the connections I make with people and I strive for a level of excellence that is built on trust and integrity. My clients know they can count on me, and I’m often the first call they make when a new idea excites them or when change is afoot.
04
Responsible
Our role as stewards of your financial well-being is a responsibility we take very seriously. One of the advantages of being part of the dedicated team at &Partners is our alignment to prioritize what is in the best interest of the client above all else.
BETTER TOGETHER
The &Partners Advantage
“There’s an excitement at &Partners invigorating my passion to deliver advice done well. We’re removing barriers, amplifying excellence, doubling down on experience—all with the aim to improve the lives of our clients. We’re creating new possibilities for my clients and for future generations.”
Compton Wealth
Meet Your Team
Todd Compton
- Founder & Managing Director
- Compton Wealth
Catherine Taylor
- Senior Client Relationship Manager
- Compton Wealth