Compass Wealth Management is an SEC Registered Investment Adviser. Compass was founded in 1997 with one goal in mind: create a firm where the client comes first.
Investment Management And Financial Planning For Business Owners, Executives, And Families
Advisor, Coach, Confidant — Call Us What You Like — We Collaborate, Exchange Ideas, Resources, And Share Insights As We Work Toward Your Financial Goals Together.
These Insights Are Gained From Our Experience As Business Owners And Investors.
We’ve managed money the same way for 25 years – Not because we’re stubborn, but because great investment principles are timeless.
The results of our clients speak for themselves. When they refer their friends, parents, children, or grandchildren to us there is no higher compliment.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 10 Water Street, Guilford,ct 06851,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Guilford, CT
- Competitors
- Kraeutler Financial, Monarch Wealth Management, LLC, Compass Wealth Management Consultants Ltd, LCR Wealth Management, Financial Educators, Lobnek Wealth Management, Connecticut Wealth Management, LLC, Evoke Wealth Management, Claudine Robson: The Intentional Coach, Coastal Bridge Advisors.
Compass Wealth Management Llc Questions
Compass Wealth Management Llc's website is http://www.CompassWealthManagement.com
Compass Wealth Management Llc's LinkedIn profile is https://www.linkedin.com/company/compass-wealth-management-llc-ct
Compass Wealth Management Llc has
8 employees.
View email and phone details for 8
employees at Compass Wealth Management Llc.
Compass Wealth Management Llc's industry is
Financial Services
Compass Wealth Management Llc's top competitors are
Kraeutler Financial,
Monarch Wealth Management, Llc,
Compass Wealth Management Consultants Ltd,
Lcr Wealth Management,
Financial Educators,
Lobnek Wealth Management,
Connecticut Wealth Management, Llc,
Evoke Wealth Management,
Claudine Robson: The Intentional Coach,
Coastal Bridge Advisors.
Compass Wealth Management Llc's categories are Financial Services
Compass Wealth Management Llc's founding year is 1997
