Compass Asset Management Group, LLC is a boutique-style, private wealth management firm, founded on the basis of delivering a personalized approach to investment management, financial & estate planning to discerning clients.
Our clients are always first. We focus on listening, to understand your experiences, preferences, concerns and goals. Then, as a fiduciary, we deliver prudent, insightful, and objective advice for what is in your best interest at all times. No sales commissions on advisory relationships, just piece of mind.
Our team focuses on serving C-Suite executives, physicians, successful professionals, entrepreneurs and their families.
If you hoped to work with a trusted advisory team whose only goal is to serve you, the client… Compass Asset Management Group is for you.
Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company, Spire Securities, LLC a Registered Broker/Dealer and member FINRA/SIPC.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 100 Stony Brook Court, Newburgh,ny 12550,united States
- Phone
- +1-845-563-0537
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- compassamg.com
- Keywords
- Financial & Estate Planning, Retirement Planning & Income Distribution, Investment Planning & Asset Management, Executive Compensation Plans, Custom Portfolio Contruction & Management.
- HQ
- Newburgh, NY
Compass Asset Management Group Questions
Compass Asset Management Group's helpline number is +1-845-563-0537
Compass Asset Management Group's website is compassamg.com
Compass Asset Management Group's LinkedIn profile is https://www.linkedin.com/company/compass-asset-management-group-llc
Compass Asset Management Group has
9 employees.
View email and phone details for 9
employees at Compass Asset Management Group.
Compass Asset Management Group's industry is
Investment Management
Compass Asset Management Group's top competitors are
Compass Asset Management Sa,
Spire Investment Partners, Llc.,
Compass,
Prestige Paralegal,
Brown Financial Advisory,
Kaizen Wealth Strategies,
Corbett Road Wealth Management,
Strategic Income Group,
Blisk Financial Group,
Compass Group.
Compass Asset Management Group's categories are Investment Management
Compass Asset Management Group's founding year is 1999
