COMPASS Wealth Management, LLC is a client-focused wealth management firm that provides objective advice to discerning individuals and companies along the East Coast of the U.S. They offer customized, cost-effective wealth management solutions for individuals, assisting them in formulating financial goals and creating appropriate plans to achieve them. For companies, COMPASS provides extensive investment consulting experience, helping them with investment management and consulting needs for corporate assets, as well as meeting fiduciary responsibilities as sponsors of corporate retirement plans.
Founded in 2000 by Louis E. Conrad II, CFA, COMPASS has a strong reputation in the industry. Lou, the president of the firm, brings his experience as a former top-performing mutual fund manager and Director of the Fund Analysis Research Group at Fidelity Investments. With a commitment to personalized service and expert financial advice, COMPASS is dedicated to assisting clients in reaching their financial goals.
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