I am passionate about empowering successful women to take control of their long-term financial futures. My background, including time spent as a worship pastor, single mother, and now a business owner, shapes how I interact with and understand others. Being a fiduciary allows me to leverage my strengths to help my clients achieve their financial goals and secure their ideal retirement.Working closely with people is what gives my work meaning and purpose. I love hearing personal stories and supporting others as they chart a path to the life they desire. Every family has a CFO, the one responsible for developing and maintaining the family’s long-term financial plans. When I work with couples, there is usually one partner who is very confident in their financial aptitude and is eager to include their partner in planning for their shared future. I especially enjoy helping the non-CFO of the family develop an understanding of the road ahead. My specialty?• I specialize in working with people who are within ten years of retirement. For many, this is a time filled with feelings of both excitement and uncertainty. What sets me apart?• The trust I build with my clients and the non-judgmental approach I take to imparting financial knowledge. I aim to establish common ground with each interaction, providing a safe space for others to open up about their financial dreams and concerns. Authenticity is central to my approach, and I believe that being real with my clients is key to a successful relationship.Throughout my career, I've experienced firsthand the impact of women who desire to see other women succeed. Early on, an experienced advisor took me under her wing, becoming my advocate and mentor. The support I received motivated me to find a way to pay it forward. As the founder of Wise Women, a group dedicated to women's financial empowerment and wellbeing, I am committed to creating a supportive community where women can thrive financially. We host monthly events and are always welcoming newcomers.I'm here to help you achieve your financial goals and secure your retirement with empathy and expertise. If you're ready to take control of your financial future, feel free to reach out to me directly. samantha@insightwealthkc.com(816) 287-9456 Specialties: Retirement Income Planning | Wealth Management | Financial Advising | Faith-based Investment Strategies | Female Professionals & Couples
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Founder And PresidentWise WomenKansas City, Mo, Us -
President & Senior Financial AdvisorInsight Wealth Llc Jan 2023 - PresentKansas City, Missouri, United States“The beginning of wisdom is this: Get wisdom, and whatever you get, get insight.” Proverbs 4:7As the President and CEO of Insight Wealth, I'm dedicated to helping individuals and couples gain wisdom and insight on their path to a fulfilling retirement. I firmly believe that knowledge, when applied, transforms into wisdom, and that wisdom provides invaluable insight to inform your financial future. Our mission is to make your retirement planning experience unique to you. We take the time to explore your hopes, concerns, and values in order to build a plan that feels comfortable and achievable. We simplify complex financial concepts into seven key areas of planning. The core of our holistic approach is freedom planning, where wisdom, knowledge, and insight combine to unlock your best life.We encourage meaningful discussions about purpose in retirement. Your financial future should align with what brings you joy and fulfillment. Together, we’ll discuss what lights up your life, whether it’s a hobby that you haven’t had the time to embrace or activities you’re excited to take on as a couple. Envisioning and defining your ideal life after work creates a solid foundation on which we can build and implement your plan.For faith-based professionals and couples, in addition to our financial advising services, we offer Biblically Responsible Investment Portfolios (BRIs). These portfolios consist of companies making a positive impact in the world while not conflicting with the values that are important to you.Wondering how our holistic approach to financial planning can transform your retirement? Together, we can build a plan that aligns with your values and the vision you have for the future.Insight Wealth is an EverSource Wealth Advisors team. Services offered through EverSource Wealth Advisors, LLC, a Registered Investment Advisor.samantha@insightwealthkc.com(816) 287-9456 -
Financial AdvisorEversource Wealth Advisors May 2024 - Present -
Founder & PresidentWise Women Aug 2017 - PresentKansas City, MissouriI founded Wise Women with a heartfelt mission in mind. After noticing common concerns among women, regardless of their background or relationship status, about navigating long-term finances without feeling overwhelmed or exposing their lack of knowledge, I identified the opportunity for a supportive community.At Wise Women, we've cultivated an empowering space where professional women can come together, connect, and learn from one another. Our gatherings offer a unique blend of financial education and personal growth, addressing important topics that impact our multifaceted lives. Our aim is to provide a safe and welcoming environment for women to enhance their financial knowledge and advance their personal development. Whether you're the primary income earner in your household or simply seeking to secure your own financial well-being, we invite you to join one of our upcoming luncheons:www.wisewomen.education/events -
Senior Financial AdvisorWise Wealth, Llc Nov 2016 - Dec 2022Downtown Lee'S Summit -
Financial AdvisorMerrill Lynch Jun 2012 - Nov 2016Leawood, Kansas
Frequently Asked Questions about Samantha Compton
What company does Samantha Compton work for?
Samantha Compton works for Wise Women
What is Samantha Compton's role at the current company?
Samantha Compton's current role is Founder and President.
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2uwm.edu, hermlemachine.com
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Samantha Compton
Global Senior Manager, Sales Training & Development | Medical Device | Enablement | Sales Training & OperationsBridgewater, Ma -
4ibm.com, us.ibm, engage2excel.com, ibm.com
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