Certified by Compass Wealth Strategies - Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
At Compass Wealth Strategies, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Williamsburg, VA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Compass Wealth Strategies - Ameriprise Financial Services, LLC • Aug 16, 2026
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
What are the office hours of Compass Wealth Strategies in Williamsburg, VA?
Compass Wealth Strategies is open Monday through Friday from 9:00 AM to 4:30 PM and is closed on weekends.
Where is Compass Wealth Strategies located?
Compass Wealth Strategies is located at 901 Richmond Road, Williamsburg, VA 23185, USA.
What types of financial services does Compass Wealth Strategies offer?
They specialize in retirement planning strategies, estate planning strategies, and Christian financial strategies.
Does Compass Wealth Strategies offer online appointments or onsite services?
Yes, they offer both online appointments and onsite services.
How can I contact Compass Wealth Strategies?
You can contact them by phone at +1 757-220-9888 or email Rick.Overy@ampf.com.
Is Compass Wealth Strategies affiliated with a larger financial organization?
Yes, it is a private wealth advisory practice of Ameriprise Financial Services, LLC.
Where can I find more information or book a consultation with Compass Wealth Strategies?
More information and appointment booking is available at https://www.ameripriseadvisors.com/team/compass-wealth-strategies/contact.
Are there nearby places where clients can unwind or prepare before a visit to Compass Wealth Strategies?
Clients might visit nearby salons such as CL Hair Studio LLC or Hair Body & Soul for grooming, or enjoy a stay at Days Inn Williamsburg Colonial Area hotel for convenience.
What nearby attractions can clients explore after their appointment at Compass Wealth Strategies?
Clients can explore Colonial Connections and Williamsburg tour, which offer tours and historical landmarks in Williamsburg.
Are there any nearby financial or legal service providers close to Compass Wealth Strategies?
Yes, nearby financial services include Richard Overy - Raymond James and Wells Fargo Bank, while nearby legal services include Michael A. Hyman and De Modna Law.
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Certified August 16, 2026Yext Knowledge Graph
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