Helping you find financial independence

Very kind of Rilee and Steven to give me as a reference. My history with Tod and later with Steven goes back more than twenty years.  We first set up a plan for my Mom, after my Dad passed.  I went over all the reading and plans with Tod, and we chose several annuities, and managed investments for Mom, and they all performed beyond any expectations.  Tod is an amazingly kind person, as well as Steven, and I consider them very good friends at this point.

A few years ago, I decided to consolidate all my assets and retirement funds into plans all expertly recommended by Tod and later Steven.  I have several annuities, my IRA, and planned investments with Wealth Management, and they are all performing extremely well, and still growing, and are very safe, and stable. I know they are watching out for me.

In the past, I’ve worked with many brokers and done my own trading, as well, and I’m completely satisfied with their work."

Both Steven and Tod are the finest, trustworthy people, and as fiduciaries, they have good recommendations and ideas for short term and long term plans.

They are always available to quickly answer my questions and concerns. And my visits to there offices are pleasant and enjoyable.

Basically, I trust them 100%. They stay informed about new products and changes in the markets, and always give me good advice. Their seminars are very informative, and fun.

And their annual holiday party is a high point of my year."

Our family is built on trust and communication, and having Wealth Compass with Tod, Steven, Hailey, and Rilee in control of our finances is such a blessing. It gives us a sense of security knowing that they are our extended family, working diligently to develop a long-term plan for Diane and me, while also understanding the retirement and living trust needs of our family of four girls.

We feel at home with any question we have, cared for with any request we make, and as if we truly belong here. The team communicates effectively, listens attentively, and ultimately helps guide us in making the best decisions for our family. We love the Wealth Compass team and are grateful for their unwavering support and expertise."

We have been working with Wealth Compass for almost 10 years. Tod, Steven, and team are always professional and responsive to our financial needs, without pushing investments or products that don’t fit our financial goals. They are strategic in their planning and selection of investment vehicles, while also providing options to us that are within our risk tolerance and minimizes taxation. We highly recommend Wealth Compass Financial Services to anyone in need of financial planning."

Tod, Steven, and their staff have always provided excellent customer service—personal attention, careful investment decisions, and great oversight of our portfolio. We trust them and enjoy working with them. We have been happy with them for over 20 years!"

After retirement, we moved from the Midwest to Carlsbad and fortunately attended a seminar given by Tod Lenhoff. My husband was a “do it yourself” investor and loved handling our finances, but he was very impressed with Tod and his suggestions for retirees.  We followed up with some business dealings through him, but my husband returned to his stock market “hobby.” When he passed away 6 years ago, I was completely uninformed as to my financial situation. Luckily, I remembered my husband’s opinion and trust in Tod and turned to him for advice. I had several meetings with Wealth Management and they sorted out our portfolio, offered sound advice and have handled my affairs ever since. I couldn’t be more pleased."