General Info

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.