Compass Asset Management Group, LLC is independent, knowledgeable and creative. As a private wealth management firm, we partner with you to design the optimal financial planning and investment management solutions for your goals and dreams. We’re here for life.
From the beginning we endeavor to listen and understand your highly personal financial concerns, goals, and priorities.
We are your fiduciary, delivering prudent, insightful, objective advice in the best interests of our clients at all times. We do not charge commissions on Advisory business. We serve as your trusted planner, advisor and consultant in financial matters. Relationships and trust are key elements to you — and our — success.
Serving a select group of clients, we deliver straightforward solutions to complex financial challenges with an uncompromising level of service. Our clients are highly successful professionals, executives and entrepreneurs in the fields of science, technology, education, medicine, law and more.
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 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 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 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!