Business Details
Your Trusted Partner for Comprehensive Financial Planning
Compass Asset Management Group is a private wealth management firm dedicated to delivering personalized financial strategies for physicians, C-Suite executives, and their families. With decades of combined experience, our team operates as a personal family office, specializing in wealth planning, investment management, and generational wealth strategies. We prioritize fiduciary responsibility, offering transparent advice without hidden costs or conflicts. Our services extend beyond traditional financial planning to include specialized support for physician relocations, executive compensation structures, and complex estate planning.By integrating holistic analysis with collaborative execution, we align financial strategies with clients' professional trajectories and legacy goals. Our commitment to excellence is reflected in our partnerships with trusted legal and tax advisors, ensuring comprehensive solutions tailored to high-net-worth individuals.
Services
Financial Planning
Investment Management
Estate Planning
Tax Planning
Retirement Planning
Executive Compensation
Risk Mitigation
Education Funding
Wealth Transfer
Physician Relocation
Highlights and features
- We specialize in serving physicians and C-Suite executives with tailored financial strategies
- Our team includes CERTIFIED FINANCIAL PLANNERS with decades of industry experience
- We operate as a fiduciary, providing transparent advisory solutions without conflicts
- We offer specialized physician relocation services through professional partnerships
- Our collaborative approach integrates legal and tax advisors for comprehensive planning
Associations and certifications
- FINRA
- Certified Financial Planner Board of Standards, Inc.
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for high-net-worth individuals. We analyze clients' complete financial landscapes to develop strategies addressing retirement, tax efficiency, and long-term wealth preservation. By integrating cash flow analysis with market insights, we help clients achieve financial independence while maintaining liquidity for professional and personal needs.
Investment Management
We construct and actively manage investment portfolios aligned with clients' goals and risk tolerance. Our approach combines tactical asset allocation with ongoing market monitoring to optimize returns. We implement tax-efficient strategies while maintaining flexibility for changing economic conditions and evolving client circumstances through regular portfolio rebalancing.
Estate Planning
Our estate planning service focuses on wealth preservation and intergenerational transfer. We coordinate with legal advisors to implement wills, trusts, and gifting strategies that minimize estate taxes. Specialized Medicaid planning and irrevocable trust structures protect assets while ensuring clients' wishes are fulfilled through comprehensive succession planning.
Executive Compensation
We help executives navigate complex compensation packages including stock options, deferred compensation, and retirement benefits. Our specialists optimize equity grant structures and develop tax-efficient liquidity strategies. We align executive compensation with personal financial goals through integrated wealth planning approaches.
Physician Relocation
Our physician relocation service partners with MDMatch.com to facilitate seamless career transitions. We coordinate housing, contract negotiations, and licensing assistance while integrating financial planning for new practice opportunities. This comprehensive support allows medical professionals to focus on career advancement without logistical distractions.
People
Steven M. DiGregorio
President, Sr. Portfolio Manager
37-year financial planning veteran specializing in physician and executive wealth management. Expert in retirement planning and executive compensation strategies. Active community supporter and triathlete with degrees from SUNY Plattsburgh and American College for Financial Planning.
Maria Sciuto
Director of Financial Planning
Certified Financial Planner with 25+ years experience in holistic financial planning. Specializes in women's financial issues and retirement strategies. Holds Masters in Finance from Baruch College and actively supports health charities through volunteer work.
David A. Speranza
Private Wealth Manager
20-year wealth management professional with Accredited Asset Management Specialist designation. Focuses on multi-generational planning and business exit strategies. Coordinates client advisor meetings to ensure comprehensive planning while supporting local youth sports organizations.
Ashley Squillace
Sr. Financial Advisor
Bachelors in Accounting with expertise in education planning and retirement portfolios. Manages client relationships and investment analysis while leading marketing initiatives. Holds Series 7 and 66 licenses with focus on intergenerational wealth transfer strategies.
Ashley Flatley
Private Client Concierge
Real estate and financial planning specialist supporting physicians through relocation and wealth management. Combines 8 years in financial advising with luxury real estate experience to provide comprehensive solutions for healthcare professionals' financial security.
Questions
What makes Compass different from other financial advisors?
We specialize in serving physicians and executives with tailored wealth strategies. Our fiduciary approach combines personalized family office services with specialized support for career transitions and complex compensation structures.
Do you work with clients outside the Hudson Valley?
While based in Newburgh, NY, we serve clients nationwide through virtual meetings and strategic partnerships. Our team coordinates with local professionals to provide comprehensive services regardless of geographic location.
How do you handle physician relocation needs?
We partner with MDMatch.com to provide comprehensive relocation support including housing, contract negotiations, and licensing assistance while integrating financial planning for new practice opportunities.
Are you legally required to act in my best interest?
Yes, as Investment Advisor Representatives we operate under fiduciary responsibility, providing transparent advice without hidden costs, commissions, or conflicts in all our advisory solutions.
What investment approach do you use?
We employ active portfolio management with tactical asset allocation. Our strategies focus on tax efficiency, market responsiveness, and regular rebalancing to maintain alignment with your evolving financial goals.
How do you work with other professionals?
We coordinate with your existing legal and tax advisors through collaborative meetings, ensuring comprehensive planning that integrates all aspects of your financial life for optimal outcomes.
Reviews (1)
Jeff Sabat
Nov 19, 2020
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If you're looking for a team that you can trust your assets with, look no further. Steve and his associates are not only transparent, but are also knowledgeable, communicative and diligent. Thanks for the excellent service!
