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William (Will) Orr

Managing Director

281-583-2277will.orr@ccrs.biz

MEET William

William (Will) Orr is the President and founder of Compass Corporate Retirement Solutions a Retirement Plans Consultant with 20 years of experience in the corporate retirement plans industry. Orr’s retirement plans experience, brings creative solutions to clients’ complex issues. Whether consulting with a large multi-site employer or working with a mid to small size employer, Orr’s experience in relationship management is one catalyst for forming long term relationships between not only the client and Compass, but in selecting partners that may help the client reach their goals. Orr's fundamental philosophy in working with clients is that of full disclosure. Making sure that a client knows all options available to them as well as what fees are being charged against the plan assets. Prior to creating CCRS, Orr’s work experience includes mutual fund and retirement plans industry leaders Fidelity Investments and Morgan Stanley and retirement plan wholesaling with Daily Access Concepts.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

William (Will) Orr

Managing Director