INVESTMENT ADVISOR REPRESENTATIVE

Compass Wealth, LLC is a financial services firm in Pittsford, New York that has been servicing individuals, businesses and families for over 23 years. We specialize in customized financial planning, investment management, and global investing services. We have the freedom, as a fiduciary advisor, to develop your financial plan and investment strategy.
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Paladin Certified 5 Stars
Paladin validated this professional’s credential and ethics information that is documented in Paladin’s research report and awarded this professional a 5 Star quality rating. View Research Report.
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FINANCIAL PROFESSIONALS

Our financial know how is based on years of experience, highly regarded certifications and college degrees.

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TRUSTED ADVISORS

We are financial fiduciaries (highest industry standard) when we provide planning and investment services for fees.

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FULL DISCLOSURE

We will always be transparent in all aspects of our relationship with you, including a clear explanation of our fees.

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