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Compass Wealth Advisors
Compass Wealth, LLC combines financial planning and tax expertise for a holistic approach to clients’ planning and retirement goals. The firm provides...
Overview
Compass Wealth, LLC combines financial planning and tax expertise for a holistic approach to clients’ planning and retirement goals. The firm provides financial planning, investment management, risk management, and tax services as a fee-based fiduciary advisor. It works with families and individuals and customizes solutions based on goals, timelines, and risk capacity.
General information
Firm type
RIA
Year founded
2000
Location
City
Pittsford
Principals
Rob Chapman CPA
PFS, CMA
Maggie McNinch
Stephanie Pierce CPA
Matthew DiPonzio
Jessica Dinan
Christian Chapman MBA
Danielle Landsberg
Rob Chapman
founder
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