Compass Asset Management Group
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
100 Stony Brook Ct Ste C, Newburgh, New ...Phone Number
(845) 563-0537Website
www.compassamg.comRevenue
<$5 MillionIndustry
About Compass Asset Management Group
Compass Asset Management Group is a private, concierge-style family office that specializes in wealth management for physicians, C-Suite executives, small business owners, and their families. They offer personalized financial planning, investment management, estate design, and generational wealth strategies, with a focus on aligning clients' financial goals with their professional aspirations. The firm provides tailored support for unique challenges faced by physicians and executives, including employment contract negotiations and complex compensation structures. With a commitment to transparency and fiduciary responsibility, Compass Asset Management Group aims to help clients protect and grow their wealth while planning for the future.Explore more
Compass Asset Management Group Org Chart
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Compass Asset Management Group is a private, concierge-style family office that specializes in wealth management for physicians, C-Suite executives, small business owners, and their families. They offer personalized financial planning, investment management, estate design, and generational wealth strategies, with a focus on aligning clients' financ... Read More
