Director Of Financial Planning
CurrentPrivate Wealth Management firm delivering an extraordinary level of client service, knowledgeable advice, financial & estate planning solutions and value driven investment management results to discerning clients.With more than 30 years of investing experience, we've successfully helped thousands of clients obtain their personal goal of financial security. Our focus is on living a healthier, wealthier lifestyle. As such, we bring to our clients a weekly newsletter that includes non-investment related topics of interest such as simple & healthy recipes, wine notes, healthy lifestyle ideas, green/sustainability & golf tips.For a consultation call 845.563.0537 or Contact@CompassAMG.comMembers of Compass Asset Management Group, LLC are investment advisor representatives of Spire Wealth Management, LLC. 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.