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Stop Worrying. Start Planning.
If you are approaching retirement or are recently retired, then come in to meet one of our experienced and independent advisors. See what it is that we do for more than 500 client families. We promise no pressure or obligation. We’ll invest the time… you decide if we’re right for you.

Our Location

Compass Point Retirement Planning, Inc.
500 Edgewater Drive, Suite 565
Wakefield, MA 01880
Phone: 800.246.1433
Fax: 781.246.2482

Come in for a Visit

Our Location

Compass Point Retirement Planning, Inc.
500 Edgewater Drive, Suite 565
Wakefield, MA 01880
Phone: 800.246.1433
Fax: 781.246.2482

Come in for a Visit

500 Edgewater Drive, Suite 565
Wakefield, MA 01880
T: 800.246.1433
F: 781.246.2482

CONTACT US | COMPASS POINT FAMILY OF FRIENDS | MEDIA ROOM

Disclaimer

This material was created to provide information on the subjects covered, but should not be regarded as a complete analysis of these subjects. The information provided cannot take into account all the various factors that may affect your particular situation. The services of an appropriate professional should be sought regarding before acting upon any information or recommendation contained herein to discuss the suitability of the information/recommendation for your specific situation.

Gallagher Fiduciary Advisors, LLC (“GFA”) is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

Securities may be offered through Triad Advisors, LLC (“Triad”), member FINRA/SIPC. Triad is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad. Neither Triad nor their affiliates provide accounting, legal or tax advice.

GFA/Triad CD (5941947)(exp092025)

As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department.

​For compliance-related questions about our investment advisory services or to request the most current version of this relationship summary, please review our Client Relationship Summary or call (212) 918-9685.