skip to content

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.

Education
Oct 30, 2026

Generous Gifts, Costly Mistakes: 10 Pitfalls to Avoid Before December 31

Good intentions when gifting don't always translate into tax-friendly planning. To make your charitable strategy count, avoid these ten common pitfalls.

Education
Oct 30, 2026

Giving Tuesday Is One Day. Build a Giving Plan That Lasts All Year.

New 2026 tax rules reward fewer, larger, well-timed gifts, while charities still depend on steady support. Discover how to structure and time your giving, choose the right assets to give, and keep your generosity flowing all year long.

Education
Oct 30, 2026

Donor-Advised Funds: A Flexible Approach to Charitable Giving

A donor-advised fund can help you time your charitable tax deduction, involve your family, and give on your own schedule. Learn how DAFs work, how they compare with private foundations, and what to consider before opening an account.

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