Compass Asset Management Group Announces Ribbon-Cutting Ceremony Newburgh, NY Office
Compass Asset Management Group, LLC is pleased to announce they will hold a ribbon-cutting ceremony for the recently renovated Newburgh, NY office.
When: Friday, March 2nd, 2018 from 3:00 pm to 5:00 pm
Where: Compass Asset Management Group
100 Stony Brook Court Suite C, Newburgh, NY 12550
Who: The event is open to the public.
Compass Asset Management Group LLC is independent, knowledgeable and creative. As a premier private wealth management firm, we partner with you to design the optimal financial planning and investment management solutions for your goals and dreams.
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 accounts. We serve as your trusted planner, advisor and consultant in financial matters.
Serving a select group of clients, we deliver personalized solutions to your 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.
We see the whole picture, from your life goals to your legacy – and everything in between.
About Compass Asset Management Group
Our planning process is simple but effective, in four distinct steps. After a thorough assessment of your needs and an objective analysis of your entire financial situation, we design a holistic plan for managing, structuring, and maximizing your wealth, and we collaborate with your existing advisors as appropriate. Once you approve the plan, we coordinate and oversee its implementation.
About Steven DiGregorio
A fiduciary & investment manager with 30 years of consulting experience. In his wealth management practice he assists clients to prepare for retirement, control taxation, be active in philanthropic interests, achieve financial security and ultimately find more time to enjoy life & family. Working with busy senior executives and professionals in pharmaceutical, technology and education fields, he manages their planning and portfolios, allowing them to focus on their busy careers. Further, Steven services as a fiduciary, managing assets for both foundations and endowments.
Compass Asset Management Group, LLC
100 Stony Brook Court Suite C
Compass Asset Management Group LLC is an affiliate of Spire Wealth Management. Spire Wealth Management LLC is a Federally Registered Investment Advisor. Securities offered through an affiliate, Spire Securities LLC. Member FINRA/SIPC.
For further information, please contact Compass Asset Management Group at 845.563.0537 or email firstname.lastname@example.org.
The press release is online at https://www.prlog.org/12694092-compass-asset-management-group-announces-ribbon-cutting.html.