Compass Investment Group, located in Wellesley, MA, offers a highly collaborative approach to financial planning, tailored to the unique goals and challenges of individuals, families, business owners, and non-profit organizations. With over 24 years of experience, their team of dedicated professionals, including George Licht, Jay Bresnehan, and Robert Benoit, provide quality strategies and customized financial plans to help clients navigate through unpredictable financial terrain, reduce the emotional side of investing, and achieve long-term goals.
Specializing in fixed income, equity research, and in-depth financial planning, Compass Investment Group utilizes all of UBS's resources to deliver rock solid advice and ensure the independence of their clients throughout their long-term relationship. With a commitment to quality client service and a compassionate approach, they strive to be the primary source of financial advice for individuals and families, helping them protect, grow, and transition their wealth with confidence.
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