Certified by Compass Asset Management Group • Feb 22, 2026
Financial Planner
Compass Asset Management Group, LLC is a concierge-style private wealth management and financial planning firm dedicated to helping physicians, C-Suite executives, and high-net-worth families protect, grow, and transition their wealth with confidence. We operate as your personal family office — offering deeply personalized guidance in comprehensive financial planning, investment management, tax and estate strategies, executive compensation planning, and generational wealth design. As fiduciaries, we provide thoughtful, transparent advice with no hidden costs or conflicts, helping you make smart financial decisions at every stage of life.
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Certified by Compass Asset Management Group • Feb 22, 2026
Certified by Compass Asset Management Group • Feb 22, 2026
Reviews
5.0
8 reviews
5 stars
8
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3 stars0
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1 star0
JF
Jessica Figueroa
Feb 8, 2024
5.0
My review is based on my interactions with Steven M. DiGregorio,
President and Sr Portfolio Manager at Compass and let me tell you... when you see the passion and dedication that the President offers to his clients and colleagues, you immediately know you're in the right place. Steven is professional and extremely knowledgable. I have not only referred clients to him but have also consulted with him for personal matters. Compass will always be my first stop for asset management.
JR
Jerome Rossi
Aug 10, 2023
5.0
Professional, resourceful and creative. Steve takes a personal interest in each and every client.
SD
Scott Dabroski
Mar 20, 2023
5.0
Steve is a constant professional. His staff went above and beyond to make sure the process was smooth and enjoyable. Steve and his team took the time to explain and go over every step from beginning to end. I highly recommend Steve and his team at Compass Asset Management.
EG
Erika Graham
Feb 6, 2023
5.0
Searching for Life Insurance and so glad to find Kimberly there! She answered my questions and helped me to plan in ways (Disability insurance) I would have never had thought about! Very sincere, knowledgeable and put me at ease right away about other questions I may have been shy to ask.
JS
Jeff Sabat
Aug 13, 2020
5.0
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!
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Certified February 22, 2026Yext Knowledge Graph
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