At the heart of every estate and business plan is a person and their needs
We partner with families, businesses and their advisors nationwide to assess, navigate and execute insurance planning strategies bringing unrivaled value to clients. With an average of 30 years of experience in designing insurance products, structuring solutions, and implementing strategies, Southport Compass takes pride in knowing that we simply help clients by making life easier.
Based in Southport, Connecticut, 50 miles outside of Manhattan, we offer a new paradigm that starts with learning about a family’s dynamics, their legacy goals, and how to protect their most valuable asset: peace of mind.
Working directly with clients as well as serving as the advisor to the advisors, our expertise is working through today’s shifting dynamics to tackle the challenges head on with flexibility and optionality in every plan.
Tomorrow is defined by the decisions made today.
Forming the right advisory team is the first step in securing a sound wealth plan. And remember that even the best laid out plan needs to be revisited periodically to optimize short and long term results.
We maintain a clear, client-centric approach that balances effective planning with practical implementation as we work with life insurance companies, financial institutions, and trusted advisors to execute plans for wealth transfer and risk management.
Southport Compass specializes in structuring solutions while managing the complexity of financial underwriting, taxation, trust planning, financing, review of unique insurance planning arrangements, and customized product designs.