Download FOR IMMEDIATE RELEASE Contact: Scott

FOR IMMEDIATE RELEASE
Contact:
Scott Chaisson
561.371.6562
Capital Guardian, LLC, Adds Compass Capital Corporation
CHARLOTTE, NC –Capital Guardian LLC announces an affiliation with Compass
Capital Corporation of Boston. Founded in 1984 by CEO Tim Shanahan, Compass is a SEC
registered investment advisor offering fee-based financial planning and investment management.
The firm has more than 600 clients and actively manages in excess of $150 million of total
assets.
Compass has a collaborative practice with specialties in high net worth wealth and
financial planning, executive benefits, retirement planning, pre and post-divorce planning,
business owners, medical professionals and corporate executives.
“Capital Guardian brings Compass an open architecture platform for optimal client
solutions. I look forward to new avenues of growth with a young, smart and well capitalized
Capital Guardian team,” said Mr. Shanahan.
“This partnership brings together a constellation of financial resources with a wellestablished local brand and experienced advisory team in a convenient South Shore location in
Braintree with excellent proximity to the Boston Financial District,’ Mr. Shanahan added.
"Capital Guardian is very pleased to expand our presence in the Boston market with
Compass Capital. Compass has experienced professionals with deep roots and relationships.
The Capital Guardian platform will provide the advisors an expanded offering and, with Tim's
Shanahan's leadership, continue to foster the growth of the firm throughout New England,” said
Scott Chaisson, President Capital Guardian Wealth Management.
About Capital Guardian - Capital Guardian is a boutique wealth management firm with offices
strategically located throughout the United States. Capital Guardian offers advisors access to a
true open platform, personalized support, global resources and an innovative management team.
The firm’s mission is to liberate and empower investors and advisors. More information on
Capital Guardian is available at www.capitalguardianllc.com. For more information, please call
Scott Chaisson at (561) 371-6562.
Securities offered through Capital Guardian, LLC, member FINRA/SIPC. Investment Advisory
Services offered through Capital Guardian Wealth Management, an SEC registered Investment
Advisor. Securities Products are not FDIC insured, are not bank guaranteed, and may lose
value.
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