Preserve Your Legacy.

Chart a path and reach your financial goals.

Compass Wealth Partners are trusted, licensed financial advisors providing tailored financial plans and wealth strategies. We serve retirees, young professionals, business owners, and families in the Charlotte, North Carolina area.

Contact Us

Phone:
704-271-3231

Office Address:
3440 Toringdon Way
Suite 205
Charlotte, NC 28277

We Make Financial Planning Accessible

Licensed Financial Advisors in Charlotte, NC
At Compass Wealth Partners, we believe that financial planning isn’t a privilege for the few but a necessary tool that everyone needs. As an independent financial services practice of LPL Financial, we specialize in holistic financial planning, ensuring our clients feel confident and secure about their financial futures.

From business owners to individuals, families, and non-profits, we provide personalized services catered to the unique goals and aspirations of each client.  

Investment Solutions for Your Goals & Lifestyle

Trusted Charlotte, North Carolina Licensed Financial Advisor

Over 20 Years of Experience Guiding Investors, Non Profits, Businesses and Families Towards Their Financial Goals

As an independent financial services practice of LPL Financial, we specialize in holistic financial planning, ensuring our clients feel confident and secure about their financial futures. From business owners to individuals, families, and non-profits, we provide personalized services catered to the unique goals and aspirations of each client.  

Our Financial Advisory Services

  • We will help you identify and implement tax-efficient strategies to preserve your wealth.  

  • Tailored investment strategies that align with your long-term goals and risk tolerance.  

  • We will help you plan for a sustainable, worry-free retirement. 

  • Comprehensive strategies for preserving and transferring wealth.

We proudly offer comprehensive and holistic financial solutions that are thoughtfully designed to effectively meet the unique and diverse needs of every investor we serve. Our unwavering commitment is to ensure that our clients consistently feel valued, appreciated, and understood throughout their entire financial journey with us.

Meet Your Advisor

Vincent Ratliff, CRPC
Financial Advisor

Vincent Ratliff is a Financial Advisor with over 20 years of experience, now serving clients through LPL Financial in Fort Mill, SC. Known for his inclusive and client-centered approach, Vincent is committed to helping individuals and families achieve both short- and long-term financial goals—regardless of their starting point or how much they have to invest. By combining his expertise in banking, insurance, and investments with a genuine passion for service, he creates personalized strategies that meet clients where they are and grow with them over time.