Broker Check

Our Services

At Compass Wealth Management, we provide expert assistance in the following areas:

Wealth Management

  • Financial Planning
  • Goal Setting
  • Risk Management Planning
  • Investment Planning
  • Money Management
  • Retirement Planning
  • Estate Planning
  • Business Succession
  • Education Funding
  • Charitable Giving

Investments

  • Stocks*
  • Bonds*
  • Government Securities*
  • Treasury Bills*
  • Treasury Notes*
  • Mutual Funds*
  • Asset Management*
  • IRA’s (Traditional, Simple, Roth & SEP)
  • Variable Annuities*
  • Fixed Annuities
  • Direct Investments*
  • REITS*
  • 529 College Plans
  • Individual 401K
  • ETFs

* Securities offered through Gĕneos Wealth Management, Inc., Member FINRA / SIPC.

Risk Management

  • Life Insurance
  • Disability
  • Long Term Care Insurance
  • Health Insurance
  • (Individual or Short-term)
  • Medical Savings Accounts

Employee Benefits

  • Defined Benefit Plans
  • Defined Contribution Plans
  • 403(b)
  • Executive Packages
  • 401(k)
  • Profit Sharing Plans
  • Disability Insurance
  • Voluntary Benefits
  • Health Insurance
  • Life Insurance
  • Flex Plans