Compound Wealth is a registered investment advisor (RIA) that operates on a fee-only basis, emphasizing its role as a fiduciary to its clients. The firm focuses on providing personalized financial planning, investment management, and retirement planning services, primarily for high-net-worth individuals and families. Their mission is to help clients achieve long-term financial goals through evidence-based investment strategies and a disciplined approach, free from the conflicts of interest associated with commission-based models.

Founded in

New Zealand