CHARLOTTE, N.C., Jan. 22, 2014 /PRNewswire/ -- Capital Guardian, LLC announces an affiliation with Compass Capital Corporation of Boston. Founded in 1984 by CEO Tim Shanahan, Compass is a SEC registered investment advisor offering fee-based financial planning and investment management. The firm has more than 600 clients and actively manages in excess of $150 million of total assets.
Compass has a collaborative practice with specialties in high net worth wealth and financial planning, executive benefits, retirement planning, pre and post-divorce planning, business owners, medical professionals and corporate executives.
"Capital Guardian brings Compass an open architecture platform for optimal client solutions. I look forward to new avenues of growth with a young, smart and well capitalized Capital Guardian team," said Mr. Shanahan.
"This partnership brings together a constellation of financial resources with a well-established local brand and experienced advisory team in a convenient South Shore location in Braintree with excellent proximity to the Boston Financial District," Mr. Shanahan added.
"Capital Guardian is very pleased to expand our presence in the Boston market with Compass Capital. Compass has experienced professionals with deep roots and relationships. The Capital Guardian platform will provide the advisors an expanded offering and, with Tim Shanahan's leadership, continue to foster the growth of the firm throughout New England," said Scott Chaisson, President Capital Guardian Wealth Management.
About Capital Guardian - Capital Guardian is a boutique wealth management firm with offices strategically located throughout the United States. Capital Guardian offers advisors access to a true open platform, personalized support, global resources and an innovative management team. The firm's mission is to liberate and empower investors and advisors. More information on Capital Guardian is available at www.capitalguardianllc.com. For more information, please call Scott Chaisson at (561) 371-6562.
Securities offered through Capital Guardian, LLC, member FINRA/SIPC. Investment Advisory Services offered through Capital Guardian Wealth Management, an SEC registered Investment Advisor. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.
SOURCE Capital Guardian, LLC