COMPASS Wealth Management, LLC of Lexington, Massachusetts, is an independent and objective wealth management firm serving clients throughout the northeastern U.S. and beyond. Individuals and families gain our unsurpassed investment and financial planning expertise within a client-focused, fee-only environment, while companies benefit from our extensive investment consulting experience and our willingness to act as a co-fiduciary on corporate retirement plans.

COMPASS was founded by Louis E. Conrad II, CFA, who formerly managed a top performing mutual fund and was the Director of the Fund Analysis & Research Group at Fidelity Investments (for more on Lou’s background, see About Us).

FOR INDIVIDUALS AND FAMILIES

COMPASS was established for individuals like you – we assist you in formulating your financial goals and then creating an appropriate plan to help you achieve them. Our innovative Wealth Management Solutions integrates your ongoing investment and financial planning needs into one customized, cost-effective program.

FOR COMPANIES

COMPASS created the Fiduciary Advisory Service to meet the varied needs of plan sponsors. We listen to and consult with you to provide retirement plan solutions that are customized, yet cost-effective. Our work may include investment policy statement development, investment selection and monitoring, and employee education, depending upon an employer’s needs.

Let us put our expertise to work for you. If you are interested in receiving information regarding our services or you would like to schedule a free consultation, please contact us today.

Welcome | Services | About Us | Information | Newsletters | Contact Us

© 2007, all rights reserved.

© 2007, COMPASS Wealth Management, LLC, all rights reserved.

Photo featured © 2001, Photos To Go