Compass Wealth
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
1163 Pittsford Victor Rd Ste 130, Pittsf...Phone Number
(585) 249-5060Website
www.compasswealthllc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Compass Wealth
Compass Wealth specializes in comprehensive financial planning, tax planning, investment management, and risk management services. They aim to create customized strategies that help clients achieve their financial goals while minimizing tax liabilities. The firm serves individuals and families, focusing on multi-generational wealth preservation and holistic financial management. With a team of experienced professionals, Compass Wealth is dedicated to guiding clients towards financial independence and peace of mind.Explore more
Compass Wealth Org Chart
RC
Founder & Financial Planner
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Compass Wealth specializes in comprehensive financial planning, tax planning, investment management, and risk management services. They aim to create customized strategies that help clients achieve their financial goals while minimizing tax liabilities. The firm serves individuals and families, focusing on multi-generational wealth preservation and... Read More
