From Compass Wealth Management LLC
Compass Wealth Management LLC is an independent financial planning and investment advisory firm with a life planning focus. With Compass you are treated as an individual – every plan, every investment account is unique to you. Leslie Beck is a Certified Financial Planner™ and fiduciary, and is required to adhere to the ethics and education standards of that mark.
In other words, your interests come first, always. Give us a call to find out how we can help.
Flexible hours by appointment.
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