Compass Asset Management Group

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. Were 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. RETIREMENT PLANNING prepare for your future by determining the strategies required to achieve the lifestyle you desire. INVESTMENT MANAGEMENT construct and actively manage investment portfolios that represent your goals, interests and comfort with economic and market conditions. COLLEGE FUNDING determine financial needs and develop strategies that best help you prepare for this essential and exciting phase. EXECUTIVE COMPENSATION manage complex employee benefit plans, stock options and bonus programs to control taxes and maximize results. BUSINESS SUCCESSION PLANNING transition from business owner to full or partial retiree status with your own unique plan and strategy. INSURANCE & RISK MITIGATION protect your loved ones from risks associated with unforeseen interruption of financial plans and strategies. DETERMINE OBJECTIVES understand your investment goals, priorities, and time horizon. DEVELOP INVESTMENT POLICY create the rules and roadmap for portfolio construction, implementation and risk management. DESIGN AND IMPLEMENT ...