CAPTRUST Financial Advisors has announced that Compass Advisors and Long Island Wealth Management (LIWM) have joined the organization. Located in Melville, N.Y., the two longtime affiliated firms began collaborating in 2018 and are bringing seven professionals and a combined $1.2 billion in assets to CAPTRUST.
Compass Advisors was founded in 2013 by partners Michael Cuneo and Lauren King and serves the institutional and wealth management market.
“We have built an incredible firm and culture over the past decade at Compass,” said Cuneo. “As the needs of our clients grow and become more complex, we decided to align with CAPTRUST, which shares our commitment to fiduciary advice and has developed the expansive tools and resources needed to provide exceptional guidance in an ever-changing world.”
“Our team has always been collaborative, and we wanted to maintain the boutique white-glove experience our clients have come to value,” said King. “Throughout
