The Compass Story

Compass Wealth Management Is Committed To Helping You Realize Your Financial Goals

The First 25 Years

Bill and Carolyn Matthes founded Compass in 1997. After decades at major Wall Street firms, they wanted a direct relationship with the people they served.

The Philosophy Was Simple:

  • Invest with a consistent and proven philosophy
  • Avoid mindlessly following the latest product or trend
  • Operate with full transparency
  • Put the client first

This straightforward approach and personal service became their defining quality, and it’s why clients refer their children (and grandchildren) to Compass.

The Next 25 Years

After joining the team in 2015, Jason Bear fully embraced the Compass mentality from day one. With a vision to build on, enhance, and bring it into the next generation, he purchased Compass in 2019.

Jason realized that our clients needed more than comprehensive investment plans.
Which is why we modernized our financial planning service to take into account all aspects of our client’s life.

“I’ve been with Compass since the beginning. They know my estate lawyer, my philosophies about money, and what’s going on with all my assets. My family will be taken care of after I’m gone, and that is absolutely wonderful to me.”


Coupled with cutting-edge technology and our concrete investment philosophy, we are fully-equipped to ensure our clients’ investments work with their wider goals.

As the industry moves to packaged products and outsourced money management, our custom-tailored financial plans and traditional stock and bond portfolios continue to stand out from the crowd.

We look forward to the next 25 years.

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(203) 453-7000


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