Compass Wealth Management LLC is an independent, fee-based financial planning and investment advisory firm with a life planning focus. We believe a life worth living is one in which we have a vision of what is important to us and what we value….That money is a means, not an end…That we have many assets available to help us achieve our goals, including our time, our talents, and our energy.
With Compass you are treated as an individual – every plan, every investment account is unique to you. Leslie Beck is a CFP® certificant, and required to adhere to the ethics and education standards of that mark – our client’s interests are first and foremost.
Advisory services offered through Strategic Blueprint, LLC and Compass Wealth Management LLC. Financial planning offered by Compass Wealth Management LLC.
Supervising office at 678-954-4130. Leslie Beck and Jeff Seiter are investment adviser representatives of Strategic Blueprint, LLC. Strategic Blueprint, LLC is otherwise unaffiliated with Compass Wealth Management.
Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.
Company Details
- Employees
- 6
- Founded
- 2005
- Address
- 9 Lincoln Avenue, Rutherford,nj 07070,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- compasswealthmanagement.net
- Keywords
- Rutherford.
- HQ
- Rutherford, NJ
Compass Wealth Management Llc Questions
Compass Wealth Management Llc's website is compasswealthmanagement.net
Compass Wealth Management Llc's LinkedIn profile is https://www.linkedin.com/company/compasswealthmanagementllc
Compass Wealth Management Llc has
6 employees.
View email and phone details for 6
employees at Compass Wealth Management Llc.
Compass Wealth Management Llc's industry is
Financial Services
Compass Wealth Management Llc's top competitors are
Integra Wealth Management,
Watchung Wealth Management,
Kolinsky Wealth Management,
Noblebridge Wealth™ & Asset Management Services,
Afg Wealth Management,
Tepp Wealth Management,
Bergen Point Wealth Management,
Cassa Wealth Management,
D'angelis Wealth Management,
Ryan Financial Group.
Compass Wealth Management Llc's categories are Financial Services
Compass Wealth Management Llc's founding year is 2005
