Compass Wealth Management, LLC. is an independent wealth management firm, established in 1982. Separately, the advisors offer securities through Gĕneos Wealth Management, Inc., a registered broker-dealer. We are members of a national insurance network that allows us to provide risk management services that can be vital to the financial security of our clients. We have been assisting...
We have been assisting individuals, professionals and business owners for over 25 years in all areas of personal financial planning and investment advisory services, including those areas of retirement planning, wealth accumulation and preservation, risk management, estate planning, and business succession. We strive to provide you with the personal touch and understanding you would expect from...
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If you have any questions, please email or call today.