Compass Wealth Management LLC is an independent, fee-based 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 is required to adhere to the ethics and education standards of that mark.
In other words, your interests come first, always.
A successful investment strategy is essential to your financial plan. We help you design a strategy individually tailored for you and your goals. Your ability to tolerate risk both financially and emotionally will be integrated into any strategy design. Tax efficiency will also be considered.
How you want to live your life after your working days are done has a lot to do with how you should plan. We assist you in visioning this new life stage and designing a portfolio of resources that will support your retirement goals.
Whether it's saving for retirement, a new career, a major purchase, or a child's education we're there to assist. Ingrained behavior patterns often prevent us from achieving our goals - we help you direct your resources to where they matter most.
Estate Planning & Charitable Giving
We will partner with you so that your final wishes are clarified, planned for, structured, and followed. Charitable inclinations are always encouraged, and proper planning can help ensure that maximum benefit to all concerned.
Risk Management & Insurance
No one knows what surprises life will bring. Sometimes the surprises are neither expected nor desired. We help you design a protection plan for your assets, including your earning power and your health.
We work with clients around the country.
In Person, Phone, Skype/Facetime - You Choose.
Are you a fiduciary?
Yes. Fiduciaries must work in the best interest of the client. As a CFP(r) professional, Leslie Beck must act as a fiduciary whenever providing financial advice.
How do you get paid?
We charge a flat fee for our financial planning work, based on the complexity of your situation and the amount of time we anticipate the plan will take. This fee will be quoted upfront and agreed to before any work begins. Additional fees will be incurred if you decide to implement your plan with us, including asset management. Please ask for a copy of our Form ADV to learn more about our compensation.
Who is your typical client?
Our clients run the gamut from retirees to those just starting out. We work best with those who appreciate the importance of communication and participation in identifying and achieving their goals. We work in a collaborative mode - results inevitably reflect our mutual efforts.