Compak Asset Management is an SEC-Registered Investment Advisor dedicated to providing comprehensive/customized wealth management solutions to its clients.
Compak Asset Management’s mission statement is to “enhance the life experience of its clients by providing customized solutions for their financial needs”. Compak’s philosophy is to deliver world-class wealth management, with proactive asset management as the underlying foundation. The Compak process begins with an assessment of the client’s financial goals by a dedicated financial advisor in order to develop an appropriate risk profile. The profile is used to create an individualized asset allocation and to select an appropriate investment strategy.

Once a sound asset management strategy has been implemented, the focus moves to Personal Financial Planning. Compak employs a team of Certified Financial Planners who provide a comprehensive plan. These financial plans include retirement planning, tax analysis, new-worth projections, personal risk review, estate planning and a Monte Carlo probability analysis. Once a financial plan and investment profile has been developed, your team will consistently review and improve upon your financial goals
Money Management
  • Investment Goals Analysis
  • Portfolio Risk Analysis
  • Portfolio Stabilization
  • Asset Allocation
Personal
Financial Planning
  • Financial Risk Management
    & Contingency Planning
  • Retirement Roadmap
  • Cash Flow Analysis
  • Net-worth Projections
  • Life, Disability and,
    Long-term Care
    Analysis
Integration of Life Goals
  • Wealth Transfer Strategy
  • Will and Trust Analysis
  • Estate Plan Review
  • Business Transfer
  • Legacy Planning
  • Tax Planning

Click on each stage for more information

Compak Team

Meet our staff and learn about their lives.

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Relationships

We provide a combination of expertise, skills and values aligned...

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Our People

Compak Asset Management is a team of investment professionals dedicated to provide world-class comprehensive asset management and wealth management solutions to our clients. Each of our advisors has a minimum of 5 years of experience in the financial industry with senior personnel having over 25 years experience.

While prudent asset management is vital and financial planning plays an important role, these activities have to be integrated to align financial resources with life’s goals. Compak has relationships with leading estate planning attorneys and accountants for coordination and seamless delivery of world-class wealth management solutions.

Our Offices

Newport Beach

1801 Dove Street,
Newport Beach CA, 92660
Phone: 800-388-9700

Arizona

8865 E. Bell Road Suite 201
Scottsdale, AZ 85260
Phone: 800-388-9700