Mainstay Compass™ is our proprietary process for building a personalized, comprehensive financial plan just for you. Mainstay Compass™ enables us to guide you through all components of your personal financial plan and integrate them into a holistic solution.

Mainstay Compass™ Features

      • Consolidate all of your investment, banking, and other accounts all in one place with Mainstay Dashboard™
      • Create a robust retirement plan
      • Develop a Roth IRA conversion strategy
      • Enhance your Social Security distribution schedule
      • Provide an easy-to-use budgeting tool
      • Manage tax liability and retirement income streams
      • Create your very own portal with customized access

 3 Easy steps to get started with Mainstay Compass™

      1. Create your account
      2. Use the guided process to input your data
      3. Track net worth, spending, and see all your accounts in one place

Once you have created your account, you will be contacted by one of our Senior Wealth Advisors for a professional complimentary consultation.

Together, we can create a plan to get you on the right path towards and through retirement.

Already have a Mainstay CompassTM account? CLICK HERE to login.

Questions? Call us toll-free at 866-444-6246 for more information.

Mainstay Compass

Important Consumer Disclosures

Mainstay Capital Management, LLC is an investment advisor registered with the Securities and Exchange Commission. Due to various state regulations and filing requirements, Mainstay and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. The purpose of this website is to provide the public with general information about the services offered by our investment management firm. Mainstay does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. Our firm continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Mainstay does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Mainstay's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Disclosure Information - Rankings and Awards

Barron's Magazine - Top 100 Independent Financial Advisors

According to Barron’s: The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross‐checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality of practice component includes an evaluation of each advisor’s regulatory record. The data is based on one fiscal year (7/1/22 - 6/30/23) and appeared in Barron’s on 9/18/23.


Schwab IMPACT Awards®

The Charles Schwab & Co., Inc.’s IMPACT Awards® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry. Mainstay Capital Management does use Charles Schwab to custody certain client assets, however there was no direct compensation provided to be nominated for this award. Mainstay Capital Management received this annual award on November 15, 2017.