Compound Private Wealth Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Compound Private Wealth Group
Team photo for Compound Private Wealth Group

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Advisors

Advisor photo for Bryan Grisak

Bryan Grisak

CFP®, BFA, APMA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bryan Grisak's website
Advisor photo for Joseph Shults

Joseph Shults

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Joseph Shults's website


Team

Therese Shumate

Therese Shumate

Client Concierge

Jessica Grisak

Jessica Grisak

Operations Director

Mary Monastra

Mary Monastra

Client Relationship Manager