Your Trusted Partner for Medicare & Retirement Planning

We help individuals and families across Rhode Island make informed decisions about Medicare, healthcare costs, long-term care planning, and financial security.

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A Personalized Approach to Medicare & Retirement Planning

At Compass Health and Wealth, we believe Medicare planning should go beyond choosing a health plan. With nearly 20 years of experience serving Rhode Island residents, we help clients navigate Medicare, retirement, long-term care, and life insurance with a personalized, education-focused approach designed to support both their health and financial future.

We are here for all your insurance needs.

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Medicare Coverage

We have experience in Medicare Advantage, Medicare Supplement, Medicare Part D, and more.

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Long Term Care Planning

Long-term care planning helps you prepare for future healthcare and support needs while protecting your finances and independence.

Retirement Planning

Let's build a personalized financial and retirement plan for lasting security and the retirement you’ve always dreamed of.

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