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Our Company

We invite you to explore our website and hope you will designate it as your primary financial resource center. Through our site, you can access market summaries, news, various calculators and featured articles from our Monthly Electronic Newsletter. We appreciate your comments and suggestions of our site, just send us an e-mail or give us a call with your thoughts. We would love to hear from you.

Financial planning is an attitude. It depends on adopting prudent financial habits as a permanent strategy, not as a panic reaction out of fear or pressure. Our major goal for our clients is to help them learn about their own needs, goals, and attitudes about money as they plan for the future. Using Compass Wealth Management, LLC. as your financial guide is like taking a trusted compass as you travel in foreign waters.

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 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, business succession and charitable giving. We have developed a substantial base of long-term client relationships with individuals and corporations who rely on us to assist them with their financial decisions which have a direct or indirect impact on their financial well being as well as those they value. We strive to provide you with the personal touch and understanding you would expect from your professional investment advisor.

Our practice has been built by working together with clients to determine their needs and provide a personal financial planning foundation that responds to their particular situation. The planning process is flexible to adjust to changes that affect their lives.

If you are looking for help to navigate the complex financial market to preserve or increase your assets, we welcome the opportunity to introduce our services to you and invite you make an appointment to see us personally so we can become better acquainted with you and your individual needs.