Compass Wealth Management
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
3340 Peachtree Rd NE Ste 210, Atlanta, G...Phone Number
(678) 619-2364Website
www.compasswm.netRevenue
$5.4 MillionIndustry
About Compass Wealth Management
Compass Wealth Management is an independent, Fee-Only wealth management and investment advisory firm that caters to corporate executives, business owners, and retirees. They offer personalized attention and tailored services combined with the resources typical of larger financial institutions. Their services include comprehensive financial planning, investment management, and various strategies for tax, estate, and charitable giving. As fiduciaries, they operate without commissions or proprietary products, focusing on customized solutions for their clients.Explore more
Compass Wealth Management Org Chart
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Compass Wealth Management is an independent, Fee-Only wealth management and investment advisory firm that caters to corporate executives, business owners, and retirees. They offer personalized attention and tailored services combined with the resources typical of larger financial institutions. Their services include comprehensive financial planning... Read More
