YOU WORK HARD FOR YOUR MONEY.
WE’LL WORK HARD TO MAKE SURE YOU GET TO ENJOY IT.

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WISDOM.
INTEGRITY.
TRANSPARENCY.
OBJECTIVITY.

Compass Asset Management Group, LLC has been working with professionals, executives, and entrepreneurs since 2009 to deliver tailored financial planning, estate planning and investment management. We pride ourselves on providing comprehensive wealth management and advice to our clients through frequent, personal and communicative consultations, always keep their financial goals top of mind.

Our boutique-style firm utilizes research from some of the largest names on Wall Street in combination with our combined three decades of market experience to provide strategic, tactical and dynamic investment management. Our investment philosophy is prudent and value driven.

Make the right choice with your financial future. Consult Compass Asset Management Group for advice & guidance that will change your life.


 

WE’VE BEEN RECOGNIZED:

New York Financial Leader

     – Forbes, December 2015

 

Five Star Wealth Manager

     – Hudson Valley Magazine

                           (2013-2016)

 
Financial Planning
  • Funding your child’s education
  • Planning for your retirement
  • Sudden wealth & inheritance
  • Managing for income in retirement
  • Transition & Business Succession
Estate Planning
  • Preserving your wealth
  • Avoiding probate & estate taxation
  • Creating your legacy
Value Driven Investment Management
  • Disciplined risk management
  • Growing & protecting your assets
  • Prudent investment opportunities
  • Custom portfolio construction
 

WE LISTEN CAREFULLY TO THE CONCERNS AND DREAMS OF OUR CLIENTS,

and then develop definitive, customized strategies that ensure success. We employ strategies that help our clients grow, preserve and transfer wealth tax efficiently through multiple generations. We work collaboratively with our clients’ attorneys & accountants to address various financial, legal, tax, business, estate and philanthropic issues. Throughout the process, our client is informed & empowered as a partner to that success.

 

“At Compass Asset Management Group, our underlying belief is that education and communication are the foundational precepts that empower success.”
 
Steve-DiGregorio Steven M. DiGregorio President, Sr. Portfolio Manager
Steve-DiGregorio
Steven M. DiGregorio, President, Sr. Portfolio Manager

Steven is a financial planner, estate planner and wealth strategist with 29 years of experience consulting and advising affluent clients. He has deep experience developing client-centric, consultative, financial planning & investment management solutions for professionals, senior executives and affluent families across multiple generations. His specialties are retirement planning, income distribution planning, executive compensation and employee benefits plans – 401(k), 403(b).

A supporter of the American Heart Association, Miles for Hope Breast Cancer Awareness and the Juvenile Diabetes Association, Steven also has a particular passion for personal health & wellness and participates in various runs and triathlons throughout the region.

Steven holds a Bachelor of Science in Business and Economics from the State University of New York at Plattsburgh. He has studied the Financial Planning curriculum at both the American College for Financial Planning and Marist College.

Steven is an Investment Advisor Representative with Spire Wealth Management, LLC and a Registered Representative with Spire Securities with offices located at 100 Stony Brook Court Newburgh, NY.

 

photo-team-ashley-squillace Ashley Squillace Financial Advisor Associate
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Ashley Squillace, Financial Advisor Associate

Ashley graduated from The State University of New York at New Paltz with a Bachelor’s degree in Accounting. She is licensed as a Registered Representative with Spire Securities, holding licenses for the Series 7, and Series 66.

Ashley seeks to develop strong client relationships with individuals interested in education planning, retirement & estate planning. She advises clients on college funding matters manages retirement portfolios and develops strategies to protect and control assets throughout estate settlement.

Ashley is also responsible for the firm’s social media and marketing campaigns, investment analysis, model portfolio design and client presentations.

Ashley is also an Investment Advisor Representative with Spire Wealth Management, LLC and Registered Representative with Spire Securities with offices at 100 Stony Brook Court Newburgh, NY.

 

Mar Mar Jahan Client Services Associate
Mar
Mar Jahan, Client Services Associate

Mar graduated from The State University of New York at New Paltz with a Bachelor’s degree in Finance & Marketing. She is currently preparing for the Series 7 licensing examination and will be a licensed advisor with Spire Securities.

Mar is a key contact for our clients and is directly responsible for client communications, scheduling, account opening & maintenance, money movement and asset transfers. Additionally, she assists in the firm’s social media and marketing campaigns, investment analysis, and preparing client presentations.