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 packages, stock option plans and 401(k) rollovers as well as business owners planning succession strategies. Busy professionals in the fields of medical, technology and engineering appreciate the comprehensive advice we deliver with a view to financial, estate and retirement income planning. Through frequent, personal consultations, we focus 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 delivering strategic, tactical and dynamic investment management solutions. “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.