Samantha Irish

President & Generational Wealth Specialist @Compass Financial - Navigate Your Wealth

Mount Pleasant, SC, US

As President and co-owner of Compass Financial, I help successful families, business owners, and independent women reimagine retirement as a season of purpose, possibilities, and freedom.Leading our boutique firm alongside my mom and business partner, Karen Stawicki, I bring a modern, relationship-first approach to wealth planning. My work blends strategic tax-efficient planning with empathy and education, guiding clients through life’s biggest financial transitions with clarity and confidence.What I’m most proud of is how we’ve redefined what wealth management feels like. We built a virtual-first, high-touch experience so clients can access expert advice wherever they are, from California to Charleston to Germany, without sacrificing the human connection that makes planning meaningful.If you’ve saved millions but worry about losing up to 40% to unnecessary taxes, my specialty is designing strategies that help you keep more of what you’ve built. Using our Power of Three framework, we ensure every dollar has a purpose: whether for guaranteed income, protected growth, or tax-advantaged liquidity, so you can live the life you want and leave the legacy you envision.

University of California, Davis

Bachelor of Arts, Communications & Sociology