WELCOME TO COMPASS WEALTH MANAGEMENT LLC

“Helping you Navigate the Course to Financial Freedom”

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Compass Wealth Management LLC is an independent, fee-based financial planning and investment advisory firm with a life planning focus. We believe a life worth living is one in which we have a vision of what is important to us and what we value….That money is a means, not an end…That we have many assets available to help us achieve our goals, including our time, our talents, and our energy.

With Compass you are treated as an individual – every plan, every investment account is unique to you. Our principals are all CFP® certificants, and are required to adhere to the ethics and education standards of that mark – our client’s interests are first and foremost.

If this type of approach appeals to you, please read on!

 

 

 

 

We work with clients around the country.
In Person, Phone, Skype/Facetime - You Choose.
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HOW WE CAN HELP

Life Planning

 

At Compass, we believe that a financial plan is part of your life plan. Money is only one of many assets you have available to help achieve your life’s goals.

Investments

 

At Compass, we believe that a financial plan is part of your life plan. Money is only one of many assets you have available to help achieve your life’s goals.

Retirement

 

At Compass, we believe that a financial plan is part of your life plan. Money is only one of many assets you have available to help achieve your life’s goals.

Saving Strategies

 

At Compass, we believe that a financial plan is part of your life plan. Money is only one of many assets you have available to help achieve your life’s goals.

Estate Planning & Charitable Giving

 

At Compass, we believe that a financial plan is part of your life plan. Money is only one of many assets you have available to help achieve your life’s goals.

Risk Management & Insurance

 

At Compass, we believe that a financial plan is part of your life plan. Money is only one of many assets you have available to help achieve your life’s goals.

OUR TEAM

Leslie T. Beck

Owner & Principal

CFP®, MBA

Bio

Martin Siesta

Founder

CFP®, MSFS

Bio
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