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Let’s compose a future
worthy of your story.

Different services for different paths.

Wealth Foundations

Laying the groundwork today for lasting wealth tomorrow.

Private Wealth

Building a legacy together that extends beyond your lifetime.

Multi-Family Office

Holistic financial services that take the burden off you.

Retirement & Benefits

Plans for your business and employees that align with your goals.

Our "Why"

Our goal is to help you achieve yours.

As a fiduciary, we act in your best interest. That means you always have a seat at the table with guidance shaped to your ambitions.

140
Employees (and counting)
Over 20 advisory teams with 40+ dedicated support staff
$12B*
Assets Under Management/Advisement
*Data as of 9/1/26
40+
States Served Nationwide
We're here for you.

We help you always stay two steps ahead.

Insights
Oct 19, 2026

QSBS: The Startup Stock Tax Rule Founders, Employees, and Investors Shouldn’t Overlook.

Own startup stock, or advise someone who does? A federal tax rule called QSBS may exclude up to $15 million of your gain, but only if the shares pass five tests. Learn what to check before a sale.

Videos
Nov 19, 2026

A Rising Star on the Way Up — A Conversation with Sophia Talwalkar

What does it look like to chase your dreams all the way to Broadway?

Insights
Oct 16, 2026

Don't Default to Buying the Truck

Before buying a truck for a year-end deduction, consider the pass-through entity tax. Paying state tax through your business can cut federal tax, but results vary widely. Here’s who benefits, who doesn’t, and why to review it in November.

Meet our Team

Composition Wealth is a collective of advisors and industry professionals dedicated to helping you achieve your financial goals and life ambitions.

Meet Our Team

Let’s compose your financial story together.

Explore the latest news, insights, and more.

Composition Wealth