Compass Asset Management LLC Email Format

Financial ServicesNew York, United States0-1 Employees

Compass Asset Management LLC is a private wealth management advisory based in Newburgh, New York, offering financial and estate planning, asset management, insurance, and business succession services through a tailored wealth advisory process. The firm emphasizes managing assets with a focus on controlling investment risk and tax liabilities, aiming to create income streams, protect assets, transfer wealth, and provide guidance on philanthropic interests. Its services are directed toward senior management and executives across medical, pharmaceutical, engineering, technology, and education sectors, as well as nonprofit 501(c)(3) organizations. The company operates within the financial services industry and describes its approach as a comprehensive, client-centric wealth management practice. The organization appears to have a very small local footprint, with operations centered in the Newburgh area.

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