Compass Wealth Management LLC

Compass Wealth Management LLC is a wealth management firm in Secaucus, NJ, located at 9 Lincoln Ave. The firm provides comprehensive financial, retirement, estate, and investment planning services to individuals across the country. Clients may choose to work with the team in person, by phone, or via Skype and FaceTime. The practice is led by Leslie Beck, a Certified Financial Planner™ who acts as a fiduciary. The firm also employs Associate Financial Planner Jeffrey Seiter, who holds the CFP® designation and a Series 65 registration. The firm operates as an independent, fee-based advisory practice with a life planning focus. It designs individually tailored investment strategies that integrate a client’s financial and emotional risk tolerance, while also considering tax efficiency. Services include retirement planning, education savings, major purchase assistance, and asset protection. The approach emphasizes a collaborative mode where results reflect mutual efforts between the advisor and the client. Leslie Beck brings a background as a former portfolio manager and fixed income marketing director for the international branches of a major insurance brokerage arm in London, as well as experience as an assistant treasurer and human resources representative 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. She is trained in George Kinder’s Seven Stages of Money Maturity program and the Money Quotient program, and has undergone professional coach training from the Co-Active Training Institute. Jeffrey Seiter is a graduate of the Scheller College of Business at the Georgia Institute of Technology and has previously worked for Strategic Blueprint LLC. The firm charges a flat fee for financial planning work, quoted upfront based on the complexity of the situation. Additional fees apply if the client decides to implement the plan with the firm, including asset management. The practice is not beholden to any one company or specific investment vehicles. Leslie Beck is a former president of the Financial Planning Association of New Jersey and an active member of the Woman’s Club of Rutherford. Compass Wealth Management LLC combines deep institutional knowledge with a fiduciary commitment to put client interests first, serving as a trusted partner for financial and life planning in Secaucus, NJ.

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