Month

May 2021
For years I would send a reminder out to advisors at the end of every quarter: “Don’t forget to schedule professional development reviews with your team members.” I would usually get one of two responses: “Thank you! I completely forgot. We’re so busy we barely have time” or “I dread these meetings because I end...
Read More
Damian Lo Basso, the former founder and CEO of Compass CFO Solutions, has joined Journey Strategic Wealth, the new registered investment advisor/partnership launched earlier this year, as managing partner. Lo Basso joins three other managing partners at the firm, which include former Dynasty Financial Partners executives Michael Brown and Brian Flynn, as well as practice management...
Read More
Summit, N.J., May 11, 2021 (GLOBE NEWSWIRE) — Journey Strategic Wealth (“Journey”), a registered investment advisor and practice management partner, today announced the addition of Damian Lo Basso as managing partner. In this role, Lo Basso will head finance, operations, and mergers and acquisitions for Journey as the firm continues to expand its industry-disruptive approach...
Read More
Damian Lo Basso is moving on from the outsourced CFO services firm he founded to join an upstart RIA. Lo Basso (pictured), formerly the chief executive of Compass CFO Solutions, has joined Journey Strategic Wealth, a Summit, N.J.-based firm with roughly $2.7bn in client assets under management.
Read More