Compass Wealth Management LLC

What We Really Do.

We Get To Know Who You Really Are… (you’re treated as an individual).

• The first step is to get to know you and your individual, unique circumstances. Our focus is to understand your goals and develop a plan to reach them.
• We ask the right questions, listen, and evaluate your financial needs — then we mutually determine the right path for you.
• We recognize that you have entrusted us with your financial future and we take that very seriously.

We’re Independently Owned… (we have a fiduciary duty to you).

• We make every decision on an objective basis. We are not beholden to any one company, or any specific investment vehicles.
• Compass Wealth Management is an independent advisory firm operating with a fiduciary responsibility to put your best interests before our own, and we take this responsibility seriously.
• To the extent possible, we will disclose all costs involved in the implementation of your plan through us.

We Take Pride In Our Work… (continued education is the bedrock of our practice).

• It’s a part of who we are. We recognize that the industry is constantly changing, as are the needs of our clients. For this reason, we’re always learning and growing.
• If we don’t know the answers, we’ll reach out to experts to get them.

We Go Beyond The Numbers.

It might sound cliche, but we know it to be true… It’s not all about the money. It’s about the little things.

Whether it’s planning for your legacy, transitioning into another life stage or determining your optimal road to retirement, you must feel complete confidence that we can help you accomplish your goals. Life is variable, and risks are inherent. But as a client of Compass Wealth Management, your concerns are our concerns. As an independent firm, our focus is not on the number of accounts we can open, but on the quality of the experience each client receives.

We take the complexities of the financial services industry and explain them in such a way that it is easy for our clients to understand. It’s vitally important that we do this because the plan we develop is yours, not ours. Understanding your financial position clearly and knowing the plan is critical to your success. Expect to gain clarity about both your goals and the means to get you there.

We will not tell you that we only take phone calls on Tuesday. We will not tell you that we can only meet once a year, once a quarter, or only during designated months. But we do ask that you respect our time as we respect yours.

Professionalism and integrity are paramount to our core mission. When engaging in professional arrangements with clients, it’s vital that the foundation of our relationship be based on mutual trust and respect.

Who We Are

Leslie T. Beck CFP®, MBA Owner & Principal

Before entering the personal financial services industry, I spent time as a portfolio manager; a fixed income marketing director for the international branches of a major insurance brokerage arm in London; and asst. treasurer for the Prudential Insurance Co. of America.

I also worked as a human resources representative for Prudential, where I "honed" both my listening skills and the ability to match an individual's skill set with a career. Finally, my first job was with a wine import firm, which kindled my love of travel!

When I returned home from London, my parents were in ill health and I wanted to spend more time with them, so I took a sabbatical from Wall Street. One of my neighbors was a woman in her late 20's, living at home in a low-paying job, and dreaming of owning her own place. She approached me for some advice, so we worked out a budget and a savings program to help her achieve her goals.

One day, while working over my kitchen table, she looked at me and said "you're really good at this - you should do this for a living". That was my inspiration for investigating what it was I was actually doing with her -- personal financial planning! Then I discovered the CERTIFIED FINANCIAL PLANNER™ certification, where I could combine my love of finance and helping others while raising my quality of life.

What I enjoy most about my work is getting to know my clients as individuals. I also love helping to ease their anxiety about money - many people have an unhealthy relationship with money, often because of what they learned (consciously or subconsciously) from their parents or family. Much of my work is about helping clients build resilience, to learn to "roll with the punches” and deal with those obstacles life has a way of throwing in our direction.

In addition to my credentials listed below, I've been trained in George Kinder's Seven Stages of Money Maturity program from The Kinder Institute of Life Planning; also trained in the Money Quotient program that focuses on both the practical and emotional factors that either enhance or hinder financial satisfaction and quality of life.

I've also undergone professional coach training from the Co-Active Training Institute, the largest and most established in-person professional coach training organization in the world. My goal was not to become a coach, but to learn how to communicate more effectively with clients to help them achieve their life goals.

In my spare time, I love being with my family and I absolutely love to travel. I'm an active member of the Woman's Club of Rutherford, a non-profit whose mission is to serve as a grassroots volunteer resource in New Jersey communities. I'm also a former president of the Financial Planning Association of New Jersey.

Jeffrey Seiter

Jeff joins Compass Wealth Management as Associate Financial Planner. He is a graduate of the Scheller College of Business at the Georgia Institute of Technology, and has previously worked for Strategic Blueprint LLC, the registered investment advisory firm through which we conduct our portfolio management business. He holds a Series 65 registration, is experienced with custodian and reporting systems such as Black Diamond, and is currently pursuing his Certified Financial Planner (CFP®) designation.

Address: 9 Lincoln Avenue, Ground Floor, Rutherford, NJ 07070, USA

Phone: +1 201 933 1790