Compass Wealth Management
Overview
Established in 2000, Compass Wealth Management is a fee-only, independent wealth management firm dedicated to providing exceptional service to clients along the U.S. East Coast. The firm specializes in crafting customized, cost-effective wealth management solutions that cater to the ongoing financial needs of its discerning clients. With extensive investment consulting experience, Compass supports companies in managing corporate assets and fulfilling fiduciary responsibilities for retirement plans. Louis E. Conrad II, an accomplished investor and speaker, enhances the firm's reputation through engaging presentations and articles on investment and financial planning topics. Compass Wealth Management offers a comprehensive range of services, including financial planning, investment management, and consulting for both individuals and companies. The firm's holistic approach ensures that clients receive personalized attention and tailored strategies to meet their unique financial goals.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Compass Wealth Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Compass Wealth Management
What sectors does Compass Wealth Management invest in?
Compass Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Connecticut, United States. Compass Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Compass Wealth Management invest at?
Compass Wealth Management backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Compass Wealth Management invest in?
Compass Wealth Management invests across United States.
Who are the partners at Compass Wealth Management?
Team members listed for Compass Wealth Management include Nigel Clewett (Managing Director & Investment Consultant) and Andrew Koch (Director of Business Operations).
What companies has Compass Wealth Management invested in?
Compass Wealth Management's portfolio includes Pioneer Energy, XYZ Technologies, Greenfield Real Estate, ABC Corporation, Horizon Communications, Silverstone Industries, Urban Development Group and Clearwater Utilities.
How do I contact Compass Wealth Management?
Compass Wealth Management's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
