Updated:
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...
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 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
Frequently asked questions
Who are the key people at Compass Wealth Advisors?
No named principals or team members are listed in public records. The firm's leadership and advisory staff remain unidentified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: