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 keeping 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 and guidance that will change your life.



New York Financial Leader

     – Forbes, December 2015


Five Star Wealth Manager

     – Hudson Valley Magazine

          (2013, 2014, 2015, 2016 & 2017)

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


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 and accountants to address various financial, legal, tax, business, estate and philanthropic issues. Throughout the process, our client is informed and 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.”
Annette Hall Private Wealth Manager
Annette Hall, Private Wealth Manager

Annette has over thirty years of experience in the wealth management industry. Utilizing a more holistic approach for her clients, she delivers the core elements of financial & estate planning combined with her strong experience in private banking. Ms. Hall has helped countless clients with the challenges of multi-generational planning, effective use of trusts, insurance protection and collateralized lending for art or yachts. Annette compliments our practice with a high touch approach to her clients’ needs.

Annette holds a Bachelor of Science in Fashion Merchandising/Design and Art History from the University of Utah. She is also a member of the Hellenic American Banker’s Association and Hellenic Professional Women.

Annette is an Investment Advisor Representative with Spire Wealth Management, LLC, office located at 100 Stony Brook Court Newburgh, NY.


Steven M. DiGregorio President, Sr. Portfolio Manager
Steven M. DiGregorio, President, Sr. Portfolio Manager

Steven is a financial planner, estate planner and wealth strategist with 30 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.


Ashley Squillace Financial Advisor
Ashley Squillace, Financial Advisor

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, Series 66 and a NYS Life Insurance license.

Ashley is a client relationship driven associate and works extensively with individuals interested in education planning, retirement & estate planning. She advises clients on college funding matters manages retirement portfolios and develop strategies to protect and transfer wealth through generations.

Ashley is responsible for the firm’s social media & 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.


Julia Ciccone Client Relationship Associate
Julia Ciccone, Client Relationship Associate

Julia joined Compass Asset Management Group in mid 2017 as our Client Relationship Associate.

Coming to our firm with a background in office management, client service and bookkeeping, she is a great addition to our team.

Julia is responsible for client service, account opening & maintenance, administration, reporting, communications, scheduling, and warm, welcoming smiles!