Welcome to Blue Compass Wealth Management
Personalized Financial Guidance for the Road Ahead
Blue Compass Wealth Management is a Black-owned, CPA-led financial advisory firm serving individuals, families, professionals, and business owners throughout Tampa Bay, Apopka, and surrounding Florida communities.
We provide personalized financial planning, retirement planning, and investment management based on your goals, financial circumstances, time horizon, and comfort with investment risk. Our comprehensive approach considers how your investments, retirement income, taxes, business interests, and legacy goals may work together.
Financial Decisions Are Connected
Your financial life involves more than an investment account. Decisions about retirement, taxes, business ownership, family responsibilities, charitable giving, and estate planning can affect one another.
At Blue Compass Wealth Management, we take time to understand what matters to you, identify your financial priorities, and develop an actionable plan to help you make informed decisions with greater clarity and confidence.
Guidance Through Every Stage of Life
We work with clients who are:
- Preparing for retirement
- Building wealth outside a business
- Managing investments and retirement accounts
- Starting or growing a family
- Purchasing a home
- Caring for aging parents
- Receiving an inheritance
- Preparing for a business transition or sale
- Reviewing insurance and financial risks
- Organizing estate and legacy goals
The CPA-Led Difference
Led by Cedrick West, CPA, Blue Compass approaches financial planning with an understanding of how investment, retirement, tax, and business decisions may intersect.
Our goal is to help you organize the different areas of your financial life and develop a coordinated strategy based on your individual circumstances.
Start With an Introductory Conversation
Schedule an introductory conversation to discuss what prompted you to reach out, the financial decisions you are facing, and whether Blue Compass Wealth Management may be a good fit for your needs.
Your Financial Scorecard
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.