@compassinvest.com
COMPASS Wealth Management, LLC is a fee-only, independent wealth management firm dedicated to providing exceptional service to clients along the East Coast of the U.
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Description
COMPASS Wealth Management is a client-focused wealth management firm dedicated to providing objective advice to discerning individuals and companies. Led by Louis E. Conrad II, a highly experienced professional and President of COMPASS Wealth Management, the firm is committed to delivering first-class service and immediate attention to their clients.
With a team of skilled experts, COMPASS Wealth Management ensures that each client relationship is overseen by Louis himself. Established in 2000, COMPASS Wealth Management has carefully controlled its growth to prioritize the needs of existing clients. They offer a comprehensive range of services for individuals and companies, including a detailed process to optimize portfolios, tailored client solutions, and transparent fee structures.
Whether you're an individual seeking personal financial advice or a company looking to grow your wealth, COMPASS Wealth Management is ready to put their expertise into action. Contact them today to benefit from their unwavering dedication and extensive experience
Company Type
Self-Owned
Company Size
2-10
Year Founded
2000
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