Compass Wealth Management is an independent, Fee-Only, Wealth Management and Investment Advisory firm based in Atlanta. With over $260 million in assets under management, we help our clients realize their financial goals.
Disclaimer:
This page is a publication of Compass Wealth Management, LLC. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
Compass Wealth Management, LLC does not offer legal, accounting or tax advice. Advice provided is given only within the context of our contractual agreement with the client. The information and opinions contained on this page have been prepared solely for informational purposes and are not a solicitation, an offer or a recommendation to buy or sell any security or instrument, or to participate in any trading strategy or activity; and are not to be relied upon in making any investment decision.
Clicking the “Like” button is not a testimonial for or endorsement of Compass Wealth Management, LLC or any of its Investment Adviser Representatives. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, as they are prohibited by securities regulators.
This page may post links to information contained on a third-party website. Compass Wealth Management, LLC does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. We cannot be held responsible for information, services or products found on websites linked to our page. Should any client have questions or concerns regarding this disclaimer, please contact our office directly.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 115 Perimeter Center Pl,
- Phone
- 1-978-254-7040
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- compasswm.net
- Keywords
- Retirement Planning, Executive Benefit Planning, Personalized Wealth & Investment Management, Education Planning, Charitable Giving, Estate Planning, Optimizing Income Strategies, Risk Management.
- HQ
- Atlanta, Georgia
Compass Wealth Management Questions
Compass Wealth Management's helpline number is 1-978-254-7040
Compass Wealth Management's website is compasswm.net
Compass Wealth Management's LinkedIn profile is https://www.linkedin.com/company/compasswm
Compass Wealth Management has
8 employees.
View email and phone details for 8
employees at Compass Wealth Management.
Compass Wealth Management's industry is
Financial Services
Compass Wealth Management's top competitors are
The Avenue Wealth Management Group,
Trufp,
Compass Wealth Management Consultants Ltd,
Arcus Capital Partners,
Rockefeller Capital Management,
Focus Partners Wealth,
Buckhead Wealth Management,
West Paces Advisors,
Financial Educators,
Homrich Berg.
Compass Wealth Management's categories are Financial Services
Compass Wealth Management's founding year is 2011
