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.
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 con-sulting 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.
“ 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
COMPASS was founded by 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.
Lou was again named a Five Star Wealth Manager℠ for 2017.
Janet G. Wheeler, CFA® joined COMPASS as a Senior Wealth Manager in 2016.
Lou has rejoined the American Association of Individual Investors’ (AAII) Boston Chapter Board of Directors.
"Bad Behavior: Why Investors Make Poor Decisions," an examination of what behavioral finance can tell us about investment decision-making, has been presented to audiences in MA and CT.
"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.