PHILADELPHIA – November 21, 2024 – Good Life Companies (Good Life), a leading RIA firm and partner to independent financial advisors nationwide, is pleased to welcome Compass Wealth Management to its network. Based in Sewickley, Pa., Compass Wealth Management serves clients with over 70 years of combined experience across James R. Greno, Jr., Anthony J. Harris, CFP®, and Robert J. Quarture, III, CFP®. The team also includes Andrew A. Koch III as Director of Business Operations and Sue Paulson as Administrative Associate, further enhancing their commitment to outstanding client service.
“We’re excited to announce Compass Wealth Management’s partnership with Good Life and LPL Financial. This move allows us to enhance our service offerings with boutique-level support and innovative tools,” said Greno. “Good Life’s commitment to independence aligns perfectly with our values, enabling us to keep our clients’ best interests at the forefront. Through this partnership, we gain access to LPL’s advanced client interface technology, comprehensive practice management resources, and cost-efficient asset management strategies. This expanded support allows us to dedicate more time to understanding our clients’ unique priorities, developing tailored financial plans, and delivering a high-quality experience that aligns with their goals at every stage of life.”
“Good Life’s mission to serve communities rather than Wall Street aligns perfectly with my values,” added Harris. “By joining Good Life and LPL Financial, I am part of a network that prioritizes making a positive impact on the lives of individuals and families across the country.”
Conor Delaney, founder and CEO of Good Life, said, “On behalf of our team, I welcome James, Anthony, Robert, Andrew, and Sue to Good Life. The Compass team has shown a commitment to continuously enhancing the client experience and growing the possibilities for their practice. It’s the mindset we have at Good Life, too, and guides our approach to advisor support. We believe in providing access to ideas, resources, and support to help advisors dream big and then chart the course to get there. We look forward to an exciting journey ahead with the Compass Wealth Management team.”