COMPASS was established for discerning individuals and families like yours.
We assist you in formulating your financial goals and then creating an appropriate plan to achieve them. Our innovative Wealth Management Solutions integrates your ongoing needs into one customized, cost-effective program.
Companies benefit from our extensive investment consulting experience.
COMPASS is engaged by companies to meet their investment management or consulting needs for corporate assets, as well as assist in meeting their fiduciary responsibilities as sponsors of corporate retirement plans.
We can provide you with an engaging speaker for your next event.
Louis E. Conrad II, CFA®, president of COMPASS Wealth Management, LLC, is available for speaking engagements nationwide. He also writes articles on investment, financial planning, and economic topics for publication.