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Compass Wealth Management LLC logo — Life's a Journey - Make it a Good One!

Compass Wealth Management LLC

Life's a Journey - Make it a Good One!

Founded 2005 United States Rutherford, United States 3 employees Financial Services, Wealth Management

General Information

Company Name Compass Wealth Management LLC
Founded Year 2005
Location United States Rutherford, United States
Employees 3
Industries Financial Services, Wealth Management
Social

BounceWatch is an independent company data service, not affiliated with Compass Wealth Management LLC. To contact Compass Wealth Management LLC, visit compasswealthmanagement.net.

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About Compass Wealth Management LLC

Compass Wealth Management LLC, founded in 2005, is an independent, fee-based financial planning and investment advisory firm with a life planning focus. Embracing the slogan, "Life's a Journey - Make it a Good One!" the company focuses on the belief that a fulfilling life involves having a vision of what is truly important and valuable. Compass emphasizes that money is a means, not an end, and leverages various assets including time, talents, and energy to help clients achieve their goals. Led by Leslie Beck, a CFP® certificant, the company prioritizes clients' interests and offers personalized plans and investment accounts. Compass Wealth Management LLC operates within the Financial Services and Wealth Management industries, with its headquarters located in the United States. The company's approach centers around individualized service, ethical standards, and education. Notably, the last investment and the involved investors are currently unavailable. As the company progresses, potential investors in Compass Wealth Management LLC and their respective investments will be critical for assessment from a venture capital standpoint.

Business keywords: financial planning, investment advisory, life planning, fee-based, independent, CFP certification, ethics, education standards, individualized approach, investment, client-focused

No funding data available for Compass Wealth Management LLC yet.

Compass Wealth Management LLC Alternatives & Competitors

View All Alternatives
Compass Wealth Management LLC vs
Financial Network Limited, a Prime Capital Investment Advisors Company
Financial Network Limited, a Prime Capital Investment Advisors Company United States

Inspiring people to achieve their life's ambitions.

Private Equity
5 employees
Finance, Financial Services
Compass Wealth Management LLC vs
Dynamic Wealth Solutions, LLC
Dynamic Wealth Solutions, LLC United States

Let's Grow Together

Secondary Market
3 employees
Finance, Financial Services
Compass Wealth Management LLC vs
Wright Financial Group LLC
Wright Financial Group LLC United States

We believe every client deserves personalized financial solutions. Regardless of where you are on yo...

14 employees
Financial Services, Wealth Management
View all alternatives

FAQ About Compass Wealth Management LLC

Life's a Journey - Make it a Good One!
Compass Wealth Management LLC was founded in 2005.
Compass Wealth Management LLC is headquartered in Rutherford, United States.
Compass Wealth Management LLC operates in Financial Services and Wealth Management. Its work centres on financial planning, investment advisory, life planning and fee-based.
Compass Wealth Management LLC has approximately 3 employees.
Top alternatives and competitors to Compass Wealth Management LLC include Financial Network Limited, a Prime Capital Investment Advisors Company, Dynamic Wealth Solutions, LLC, Wright Financial Group LLC, LKJ Financial, Edelman Wealth Management Group, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Compass Wealth Management LLC and Financial Network Limited, a Prime Capital Investment Advisors Company are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Compass Wealth Management LLC, https://bouncewatch.com/company/compass-wealth-management-llc, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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