Compass Wealth Management LLC

Compass Wealth Management LLC is a financial planner in Rutherford, NJ, located at 9 Lincoln Ave. The independent, fee-based advisory firm serves clients across the country through in-person, phone, and video consultations. The practice specializes in comprehensive financial planning, retirement, estate, and investment services. Its approach integrates life planning with financial strategy, treating each client as an individual to design unique plans. Services include creating tailored investment strategies that account for financial and emotional risk tolerance and tax efficiency. The firm assists with saving for retirement, career transitions, major purchases, and education funding. It also provides support for estate planning, clarifying final wishes, and designing asset protection plans for earning power and health.

Leslie Beck, a Certified Financial Planner™, leads the firm and acts as a fiduciary. Her background includes roles as a portfolio manager, fixed income marketing director for an international insurance brokerage in London, and assistant treasurer for Prudential Insurance Co. of America. She holds an MBA in Finance from Fairleigh Dickinson University and a BA from The College of William and Mary. Beck has completed training in George Kinder's Seven Stages of Money Maturity program, the Money Quotient program, and professional coach training from the Co-Active Training Institute. She also holds Series 7 and 63 licenses. Associate Financial Planner Jeffrey Seiter holds the CFP® designation and a Series 65 registration. Seiter is a graduate of the Scheller College of Business at the Georgia Institute of Technology and has experience with custodian and reporting systems such as Black Diamond.

The firm charges a flat fee for financial planning work, quoted upfront based on complexity. Additional fees apply for implementing plans, including asset management. The practice emphasizes transparency, disclosing all costs and potential conflicts of interest. It operates with a fiduciary responsibility to put client interests first. The firm's philosophy views money as a means to support a life worth living, integrating time, creativity, and health alongside financial assets. This perspective drives a focus on long-term trust, continuous education, and serving clients from those just starting out to retirees. The firm is an active member of the Woman's Club of Rutherford, and Beck is a former president of the Financial Planning Association of New Jersey.

Compass Wealth Management LLC is a financial planner in Rutherford, NJ, located at 9 Lincoln Ave. It holds a rating of 4.8 based on 53 reviews.

By combining fiduciary duty with a deep understanding of life planning, Compass Wealth Management provides Rutherford clients with a trusted partner for navigating complex financial decisions and securing their future.

The firm sits on Lincoln Ave, just steps from the World War I Monument and within a tenth of a mile of the Rutherford Post Office, Rutherford Free Public Library, Lincoln Park, Rutherford Borough Hall, and Rutherford Police.

BizScoreAI awarded the business a Schema and Structure score of 100 out of 100, ensuring that AI assistants and search engines clearly understand what the firm offers. A Technical score of 82 out of 100 confirms the website is secure and easily read by search engines. The practice ranks number 2 of 4 Financial Planner businesses that BizScoreAI has scored in Rutherford.