Compass Asset Management

Compass Asset Management Group is a bespoke wealth management firm serving discerning clients with sophisticated and insightful wealth management solutions. We work with successful professionals to navigate the complexities of executive compensation, stock options, 401(k) rollovers and business succession.. Busy professionals in the fields of legal, medical, technology and engineering especially appreciate the knowledgeable advice we deliver in financial, estate and retirement income planning. With regular, personal consultations, we focus exclusively on achieving your personal financial goals. Combining research from some of the largest names on Wall Street with decades of market experience, you have a team of professionals that deliver strategic, tactical and dynamic investment management solutions to achieve your goals. “A Goal Without a Strategy is Nothing but a Dream” Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company, Spire Securities, LLC a Registered Broker/Dealer and member FINRA/SIPC.