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INDIVIDUALS AND FAMILIES — An Overview

Your portfolio demands the personal attention of a leading wealth manager who will structure your investments to meet your individual needs, as well as provide you with a comprehensive suite of wealth advisory services.

Your selection of a wealth manager is an important one—you require integrity in an advisor and you want someone you can trust.  You seek expertise for recommendations that are specific to you, not a one-size-fits-all approach. And you favor a firm that places personalized client service at the forefront of everything it does.

At COMPASS Wealth Management, we strive to exceed each client’s expectations.

OUR FOCUS:  You and Your Family

We take care to learn about you and your goals. We listen. We ask a lot of questions. We are committed to act in your best interest. As a fiduciary, we pledge to each of our clients:

As an objective and independent fee-only wealth manager, our sole interest is to make sure our recommendations meet your goals. Our interest is aligned with yours.

You benefit from the best and most appropriate products for your situation—we are not restricted to a certain company's products and we do not receive compensation for product sales, such as commissions or other transaction-related fee arrangements.

To learn more about our approach and services, please click on each of the links above. If you have additional questions after reviewing our web site, please contact us. We look forward to serving the wealth management needs of you and your family.

COMPASS' Services for
Individuals and Families


Investment Management
Retirement Planning
Education Funding
Gift Planning
Stock Option Planning
Insurance Strategies
Tax Planning Strategies
Estate Planning Strategies
Business Succession Planning
General Financial Planning

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A free and informative newsletter covering issues for individual and corporate investors

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