COMPASS Wealth Management, LLC, financial planning and investment advisor
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978.254.7040
 
COMPASS Wealth Management, LLC is a fee-only, independent wealth management firm dedicated to providing exceptional service to clients along the East Coast of the U.S.

Individuals

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

Companies benefit from our extensive investment con-sulting experience.

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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.



Media

We can provide you with an engaging speaker for your next event.

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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.

Louis E. Conrad, II, President, COMPASS Wealth Management, Financial Planning and Investment Wealth Manager

“ I take pride in offering expert financial advice along with personalized service. Assisting you in reaching your financial goals is my business and
I take that responsibility very seriously.”
Louis E. Conrad II, CFA, President

ABOUT COMPASS

COMPASS was founded by Louis E. Conrad II, CFA in 2000 and serves clients along the Eastern Seaboard.

An experienced investor, Lou formerly managed a top performing mutual fund.

Lou was previously the Director of the Fund Analysis & Research Group at Fidelity Investments.


COMPASS UPDATES

In 2013, Lou was again named a Five Star Wealth Manager℠.

The COMPASS Chronicle, our newsletter, was named "Morningstar's Best Client Newsletter" in 2012.

Cynthia Savitt joined COMPASS as an associate.

The American Association of Individual Investors (AAII) added Lou to its national speakers bureau.

Putnam Investments invited Lou to join its newly created RIA Advisory Council.


MEDIA EVENTS

"Behind the Curtain," an exposé on the mutual fund industry, has been presented to audiences in MA, CT, and FL.

"Retirement Reality," a review of the challenges in preparing for or living in retirement, has been presented in MA.


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COMPASS Wealth Management, LLC
290 Baker Avenue
Suite N101
Concord, MA  01742.2193
978.254.7040