Financial Planner/Wealth Manager

Financial Planner/Wealth Manager Company Profile: COMPASS Wealth Management, LLC, based in West Concord, MA, is a fee-only, independent wealth management firm dedicated to providing exceptional service to clients along the East Coast. We provide investment management,...

Client Advisor Position

Client Advisor Position Fortis Management Group is a multi‐family office providing independent, fee‐only wealth management services to ultrahigh net worth individuals. Fortis acts as the CFO for our multi‐generational clients, delivering highly personalized advice and...