Driven by your life's goals Holistic wealth management

Compass South Wealth Consulting Group Carl Donatello, John R. Sholtis, Denise P. Rasicot

Compass South Wealth Consulting Group


phone

203-498-3327
203-498-3332



phone

855-249-2312





address

1 Century Tower, 265 Church St
4th + 6th Floors
New Haven, CT 06510



In today's economy, good financial advice is critical. That’s why it’s important to work with a team of dedicated Financial Advisors committed to listening to you, understanding your concerns and helping you make sure all aspects of your financial life are aligned. We strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.

Talk to us about how we can help you embrace your financial future with confidence.



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Creating your legacy

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