Our Firm

Compass Asset Management Group is wealth management & financial planning firm specializing in providing financial advice to a select number of affluent families, professionals, small business owners and non-profit organizations.  The President of Compass Asset Management Group, Steven M DiGregorio is a Investment Advisor Representative of Spire Wealth Management, a federally Registered Investment Advisory agency.

The extensive financial background of the professionals at Compass accumulated over decades of training and experience enable our firm to deliver a clear path and perspective to our clients.  Further, the business model and pricing structure that Compass employs place the client first, eliminating inherent conflicts of interest found with most traditional financial advisors.

At the core of Compass Asset Management Group are the driving principals that are fundamental to every client relationship.  Steven identifies a set of essential needs and expectations common to not just his, but all clients in what has become a very complicated financial services industry:

1. Integrity
2. Communication
3. Transparency
4. Objectivity
5. Professionalism

 
Our commitment at Compass Asset Management Group is to a high level of service, frequent client communications and complete transparency of process and fees delivered in a client centric environment, free from other conflicts common to other firms.

We understand the challenges faced in today’s financial world and are well equipped to help you conquer them successfully.   Every client is important and unique to us at Compass Asset Management Group and we endeavor to exceed their expectations.

There is no better time for a second opinion.  We would like to extend an opportunity to you to meet with us and determine for yourself if the Private Client Group feel is right for you.  

Please contact our office at (845) 563-0537 or Contact@CompassAMG.com and our Wealth Concierge will schedule your consultation.