Compass Wealth Management LLC

Carolyn Matthes is a financial advisor at Compass Wealth Management LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Compass Asset Management since 1997. Matthes also serves as president of the Sachem Head Association, contributing approximately two hours per month. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm bases investment decisions on fundamental research and implements portfolios ranging from conservative to aggressive, emphasizing large- to mid-cap equities and diversified fixed income tailored to client objectives.

William Matthes is a financial advisor at Compass Wealth Management LLC with 42 years of industry experience. He has been with Compass Wealth Management since 1997 and previously worked with Westport Resource Management and Westport Resources Investment Services, Inc. from 1997 to 2016. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning, using fundamental research and written investment policy statements to guide investment decisions.

Emily Clare Cafasso is a financial advisor at Compass Wealth Management LLC with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Compass Wealth Management, she worked at Coastal Bridge Advisors and Llbh Private Wealth Management. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm’s investment approach is guided by fundamental research and tailored to client-specific investment policy statements, offering portfolios that range from conservative to aggressive.

Jason Bear is a CFA® charterholder with 10 years of industry experience. He has worked at Compass Wealth Management LLC since 2015. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm emphasizes investment decisions guided by fundamental research and manages portfolios across a range of risk profiles based on client investment policy statements.

Radford Brogden is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Compass Wealth Management LLC since 2021 and previously worked at RBC Capital Markets from 2012 to 2020. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm employs a research-driven investment approach guided by fundamental data and tailors portfolios across a spectrum from conservative to aggressive based on client investment policy statements.