Helping Grow Wealth.
Leaving Legacy.
We focus on creating strong relationships to help build long-term financial confidence through thoughtful planning and investment strategies.
About Us
Generational wealth requires a steady hand.
At Compton Wealth, you’re inviting someone into your family story to help grow your wealth and leave a legacy. We sit with you and listen to what matters most, helping you make decisions your kids and grandkids will be grateful for one day.
Your family story matters here.
We walk alongside the families who put their trust in our team. That means taking time to ask about your surgery recovery or celebrating your grandkids’ graduations. Our goal is to work with you to make financial decisions that honor what you’ve built while preparing those who will carry it forward.
Recognition
Trusted across generations.
Our relational approach has earned recognition and, we believe more importantly, the trust of families who’ve been with us for years. Families who now bring their children and grandchildren to the table.
Forbes Recognition
Forbes Best-in-State
Wealth Advisor 2022
Industry recognition
Wells Fargo Advisors
Platinum Council (2016 – 2023)
PROFESSIONAL DESIGNATION
Certified Private Wealth Advisor®
(CPWA®)
Forbes Recognition
Forbes Best-in-State
Wealth Advisor 2026
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com).
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Wells Fargo Financial Advisors as measured by completion of educational components, business production based on the previous year and professionalism. The title is awarded each March, based on activity for the prior January 1 – December 31st period. Additional criteria, adherence to best practices and team structure were also used to determine recipients.
Our Services
Designed, not duplicated.
We customize every aspect of our work to fit your family, from investment management to mentoring the next generation.
Discretionary Portfolio Management
Active and passive investment strategies customized for your goals, your timeline, and what you want your wealth to accomplish for your family.
Multigenerational Planning
We work with three generations of the same families—grandparents, parents, and adult children—mentoring younger family members so they’re ready to handle responsibility before inheriting wealth.
Estate & Tax Planning Coordination
Working alongside your attorneys and CPAs, we help coordinate estate and tax planning strategies designed to benefit your children and grandchildren.
Alternative Investment Access
We provide alternative investment strategies, where appropriate, for qualified clients seeking broader portfolio diversification.
Our Ideal Clients
With a focus on legacy planning for professionals and their families, we’re equipped to work with those who value a multigenerational approach.
We work best with clients who have accumulated significant assets and want a financial partner who understands their values and long-term vision including business owners, established families, and next-generation recipients.
What Sets Us Apart
On your side of the table.
We build relationships that become friendships. Through genuine personal connection we’ve created a community where you can become part of something bigger than your account balance.
Highly Relational
Service
Financial planning works better when your advisor knows you as a person. We care about the important moments like your spouse’s surgery and your grandkids’ soccer games because those things matter to your family’s future. When we talk about money, we’re talking about your life.
Multigenerational
Focus
We work with grandparents, parents, and adult children from the same families. Some start with us as college students opening their first investment accounts. Our job is helping your children understand wealth management before they inherit, so they’re prepared for the responsibility.
Mentoring and
Education
Your adult children need more than an inheritance. They need the knowledge to manage it well. We mentor the next generation through every stage, from high school graduates learning the basics to parents preparing their own children for financial responsibility.
Responsive, Personal
Service
You can reach us directly when questions come up, including beyond standard business hours. Financial decisions don’t always happen between nine and five, and we’re available when you need guidance.