Compass Wealth Management is a financial advisory firm based in Sewickley, Pennsylvania, serving individuals, families, working professionals, pre-retirees, and business owners. Its team helps clients clarify their financial goals and develop personalized strategies for their financial future. Services include retirement and investment planning, tax strategies, business planning and transition support, estate planning, insurance, and guidance on money and lifestyle decisions. The firm also supports business owners seeking to increase a company’s valuation before a transition, and families planning to leave a legacy.

Financial advisor James Greno serves clients in the Sewickley and Pittsburgh area and is identified as a SmartVestor Pro. The firm describes a collaborative process: clients and advisors assess goals and circumstances, build a tailored plan, and review progress so the strategy can be adjusted as needed. Compass Wealth Management emphasizes helping clients pursue financial clarity and confidence through each stage of their journey, from preparing for retirement to navigating tax-smart investing and business transitions. Introductory calls can be scheduled through the firm’s website.