Compass Rose Private Investment Management

Founded in 2011, Compass Rose Private Investment Management is a boutique wealth management firm based in Salt Lake City, Utah. The firm operates as a fiduciary, providing independent, tailored investment advice and comprehensive financial planning to high-net-worth individuals, families, and institutions. Their mission is to deliver exceptional, client-focused service built on the principles of integrity, expertise, and a deep understanding of each client's unique financial goals.