A complete list of active advisors currently associated with Threshold Compass Strategies, Inc.
Warmer can help you find a great advisor at Threshold Compass Strategies, Inc. or one who fits your needs even better.
Threshold Compass Strategies is a small independent advisory firm that provides financial planning and consulting to individuals as well as consulting and educational services to advisers and firms. Its services include full financial plans, single-topic consultations, and life‑transition planning such as divorce financial analysis, widowhood and inheritor transitions, caregiving navigation, and estate/beneficiary coordination. The firm emphasizes planning and education rather than discretionary portfolio management: it prepares written recommendations and scenario modeling using industry software (eMoney, family law financial analysis tools, TaxCalc) and behavioral frameworks (the firm’s Financial Wealthstyle Archetypes and Healing Paths), but does not custody or trade client assets or provide ongoing portfolio monitoring, automated rebalancing, or performance reporting. Clients are expected to implement investment recommendations through a provider of their choosing, and ongoing engagements are structured as consultative and educational arrangements. Noteworthy features include a principal with a Certified Divorce Financial Analyst credential and a clear specialty in divorce-related financial modeling and other life‑transition work, plus the firm’s regular seminars, workshops, and paid speaking and adviser‑consulting services, which are less common among similarly small independent firms. The brochure discloses affiliations with a broker‑dealer and that the principal is a licensed insurance agent (a potential conflict of interest), and the firm does not use percentage‑of‑assets fees, relying instead on non‑AUM billing arrangements.
To learn more about the advisors currently working at Threshold Compass Strategies, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sheboygan, WI
| 13
|
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