COMPASS ASSET MANAGEMENT GROUP

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.

Also known as: Compass Asset Management Group, LLC

Primary location: Newburgh United States