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
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Compass Asset Management Group
Compass Asset Management Group is a concierge-style private wealth management firm dedicated to serving physicians, C-Suite executives, and their families. They provide personalized guidance in wealth planning, investment management, estate design, and generational wealth strategies, with specialized support for physicians in contract negotiations and relocation services. The firm emphasizes a fiduciary commitment to clients, offering transparent advice without hidden costs or conflicts. Their comprehensive services include financial planning, retirement planning, tax strategies, and estate planning, ensuring clients achieve their financial goals with clarity and confidence.Explore more
Compass Asset Management Group Org Chart
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Compass Asset Management Group is a concierge-style private wealth management firm dedicated to serving physicians, C-Suite executives, and their families. They provide personalized guidance in wealth planning, investment management, estate design, and generational wealth strategies, with specialized support for physicians in contract negotiations... Read More
