A complete list of active advisors currently associated with Compass Private Wealth Group LLC
Warmer can help you find a great advisor at Compass Private Wealth Group LLC or one who fits your needs even better.
Compass Private Wealth Group LLC provides discretionary wealth management, financial planning, and retirement‑plan advisory services to individuals, high‑net‑worth clients, families, trusts, businesses, and retirement plans. The firm reports managing about $113 million in client assets across roughly 80 client relationships and also offers standalone financial planning engagements and an educational book for purchase. CPW’s investment approach is primarily long‑term and customized, constructing portfolios from ETFs, stocks, mutual funds and, when appropriate, individual bonds while using both fundamental and technical analysis. The firm typically seeks institutional share classes, may retain legacy positions for tax or fit reasons, and discloses occasional use of short‑term margin borrowings in client accounts as part of portfolio implementation and cash management. Noteworthy for a supported firm of its size, CPW has recently begun using online lead‑generation and investor‑matching platforms (paying a flat fee per referral) and amended its brochure to reflect these digital marketing activities and its educational book. The advisory team also includes professionals licensed to sell insurance, which the brochure discloses can create commission conflicts, and the firm emphasizes institutional custody relationships and prior big‑firm experience among its advisors.
To learn more about the advisors currently working at Compass Private Wealth Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Short Hills, NJ
| 15
| |
Short Hills, NJ
| 20
| |
Short Hills, NJ
| 14
|
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