Compass Asset Management Group Email Format

Investment ManagementNew York, United States2-10 Employees

Compass Asset Management Group is a boutique private wealth management firm offering personalized investment management along with financial and estate planning services. The firm emphasizes a fiduciary approach, prioritizing client interests and providing objective, prudent advice with no sales commissions associated with advisory relationships. Its services are designed for high-net-worth individuals such as C-suite executives, physicians, professionals, and entrepreneurs and their families, aiming to address their unique financial goals, preferences, and concerns through attentive client collaboration.
Based in Newburgh, New York, Compass Asset Management Group positions itself within the investment management industry as a client-focused advisory shop that seeks to deliver a trusted, confidential experience. The company operates from a private wealth perspective and highlights a personalized service model, with its offering anchored in long-term financial stewardship rather than transactional incentives.

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