Our firm, Corvus Wealth Advisors, was born from the combination of two established San Luis Obispo County firms: Garcia Wealth Management Group, founded by Rob Garcia, and Compass Financial Planning, founded by Carolyn Herzog.

Our experienced team of investment, retirement plan, and financial planning professionals work closely with our clients to understand their unique objectives. We create customized strategies while providing a high level of service and communication.

Corvus Wealth Advisors is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or the sale of securities. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Our firm has provided content by third parties and/or linked sites within our posts, Corvus believes that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information.  This third-party content may be dated.

Corvus Wealth Advisors

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