Western Vista Wealth Management partners with Jess Ryan, Financial Advisor of Compass Wealth Group to help you achieve your long-term financial goals.
- Retirement planning
- Financial planning
- Investment management
- Estate, charitable giving & trust
- Employer retirement plan
- Education planning
Jess tailors a range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, he goes to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.
Jess Ryan, CFP®, AIF®
CERTIFIED FINANCIAL PLANNERTM Accredited Investment Fiduciary®
The Compass Wealth Group
5920 Yellowstone Road, Suite 3
Cheyenne, WY 82009-4180
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Compass Wealth Group and Western Vista Federal Credit Union are not a registered broker/dealer and are independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risk, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.,
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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