Investment advisory services are available to residents of Connecticut through advisory agents of Compass Rose Strategic Partners LLC, an Investment Adviser registered pursuant to the laws of the States of Connecticut and Florida.  Compass Rose Strategic Partners only conducts business in states where licensed, registered, or where an applicable exemption or exclusion is afforded. 

This website should not be considered a solicitation to buy or an offer to sell any securities or other financial products and services.  Investment advisory services and products of Compass Rose Strategic Partners are not available in those states where the firm is not authorized or permitted by law to solicit or sell the services and products. 

The information on this site is limited to dissemination of general information pertaining to our advisory services as well as access to additional investment-related information, publications, and links to unaffiliated third party content.  Any subsequent, direct communication by Compass Rose Strategic Partners with a prospective client will be conducted by an advisory agent that either is registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

The publications, information, and opinions on this website have been compiled from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.  The information is not intended to be used as the only basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of any person. The products, services, securities, and financial instruments described herein may not be suitable for you or available in the jurisdiction in which you are located.  Viewers or users of this website will not be considered clients of Compass Rose Strategic Partners just by virtue of accessing the website. Viewers or users of this website are advised to seek the advice of their financial adviser, legal or tax professional, prior to making any investment decision based on any specific publication, information, opinion, or other content herein.

Important Disclosures regarding the use of certain registered trade marks

Certified Financial PlannerTM or CFP®

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.