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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 +1
Employees 3
Industries Financial Services, Wealth Management
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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.

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

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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 the following industries: Financial Services, Wealth Management.
Compass Wealth Management LLC has approximately 3 employees.
Top alternatives and competitors to Compass Wealth Management LLC include Senior Planning Advisors, Compass Financial Advisors, Keen & Pocock, Custom Wealth Management, LLC, Discipline Advisors. 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 Senior Planning Advisors 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.

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