Personalized Guidance for Your
Retirement Journey

Compass Health and Wealth was built on the belief that people deserve clear guidance and personalized support during life’s important health and financial transitions. With over 20 years of experience serving Rhode Island residents, we specialize in Medicare education and planning while also helping clients prepare for retirement through long-term care solutions, financial planning strategies, and life insurance. Our holistic approach allows us to look beyond Medicare alone, helping clients better understand healthcare costs, retirement needs, and long-term financial protection so they can move into the future with confidence. 

While based in Rhode Island, we are licensed to serve clients in all 50 states, with personalized Medicare, retirement, and insurance planning services. Whether you are preparing to enroll in Medicare, exploring long-term care options, or building a strategy for retirement, we are committed toproviding local guidance, education, and ongoing support tailored to your unique goals and needs.

Summary of SERVICES

What We Offer

Medicare Advantage

Medicare Supplement

Medicare Part D

Life Insurance

Retirement Planning

Annuities