Compass Asset Management LLC

Financial ServicesUnited States0-1 Employees

As a private wealth management firm, Compass Asset Management provides financial & estate planning, asset management, insurance and business succession services through a tailored wealth advisory process. We manage assets with a priority on controlling investment risk & tax liabilities. We help to create income streams, protect assets, transfer wealth and advice on philanthropic interests. Our firm works predominantly with senior management and executives in the medical, pharmaceutical, engineering, technology & education industries as well as non profit 501(c) 3 organizations.

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