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. Leslie Beck is a CFP® certificant, and required to adhere to the ethics and education standards of that mark – our client’s interests are first and foremost.

Advisory services offered through Strategic Blueprint, LLC and Compass Wealth Management LLC. Financial planning offered by Compass Wealth Management LLC. 
Supervising office at 678-954-4130.  Leslie Beck and Jeff Seiter are investment adviser representatives of Strategic Blueprint, LLC. Strategic Blueprint, LLC is otherwise unaffiliated with Compass Wealth Management.

Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.

Compass Wealth Management LLC

Org chart

Teams

Offices