Compass Asset Management Group
Compass Asset Management Group, LLC is a boutique-style, private wealth management firm, founded on the basis of delivering a personalized approach to investment management, financial & estate planning to discerning clients. Our clients are always first. We focus on listening, to understand your experiences, preferences, concerns and goals. Then, as a fiduciary, we deliver prudent, insightful, and objective advice for what is in your best interest at all times. No sales commissions on advisory relationships, just piece of mind. Our team focuses on serving C-Suite executives, physicians, successful professionals, entrepreneurs and their families. If you hoped to work with a trusted advisory team whose only goal is to serve you, the client… Compass Asset Management Group is for you. 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.
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Verified contacts
5
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- DA
David A. Speranza
Private Wealth Advisor, Aams · Other
EmailPhone - ST
Sean Tabone
Associate Investment Advisor · Finance & Accounting
EmailPhone - MD
Michelle Digregorio
Director of Business Development · Sales & Business Development
EmailPhone - JC
Julia Ciccone
Client Relationship Associate · Customer/Client Service
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Compass Asset Management Group
4 distinct titles indexed · top 4 shown.
- 1associate investment advisor
- 1client relationship associate
- 1director of business development
- 1private wealth advisor, aams
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