Compass Wealth Management Email Format

Financial ServicesGeorgia, United States2-10 Employees

Compass Wealth Management is a financial services firm based in Atlanta that provides independent wealth management and investment advisory services. Operating as a Fee-Only firm, it serves clients by managing assets with the aim of helping them reach their financial goals, currently reporting assets under management of over $260 million. The company emphasizes a registration-based compliance framework as an investment adviser with the SEC and notes that its services are offered only where properly registered or notice-filed. The organization positions itself within the wealth management and investment advisory space, serving clients in the context of a contractual relationship, and clearly states that it does not provide legal, accounting, or tax advice. The team is small, and the company notes that it is based in the Atlanta area, with a policy of not endorsing third-party content or testimonials on its public pages.

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