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Any organization is only as good as its people and we believe we have the best. COMPASS Wealth Management, LLC was established by Louis E. Conrad II, CFA®, who still oversees every client relationship. Theodore J. ("TJ") van Gerven joined COMPASS in 2017 to continue the firm's tradition of exceptional client service. 

In fact, we have controlled our growth to ensure our existing clients always receive our immediate attention and first-class service. For detailed professional biographies of Lou and TJ, please click on their respective photograph.

Louis E Conrad II, CFA, President, COMPASS Wealth Management, LLC

Louis E. Conrad II, CFA®

COMPASS Wealth Management, LLC
Established 2000
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Theodore J. ("TJ") van Gerven

Associate Wealth Manager
COMPASS Wealth Management, LLC
Since 2017
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COMPASS Wealth Management, LLC
290 Baker Avenue
Suite N101
Concord, MA  01742.2193
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