Partner With Us
Let's write your success story together.
Why partner with Composition Wealth?
One word: Growth. We are uniquely structured to help advisors grow with shared equity, a collaborative culture, and integrated support. Our firm-generated leads, marketing resources, and full back-office infrastructure provide the tools you need to expand your business while staying focused on your clients.
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Equity Stake
All partners receive the same class of stock, whether you are a founding principal or our newest partner.
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Culture
Our industry-recognized culture is based on respect, results, and having fun. Come and see what we’re all about.
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Wealth Strategy Team
We have a dedicated team of estate, tax, and financial strategists along with experienced insurance experts that each advisor can access for their clients.
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Smooth Transition
Over the past five years, we have continued to refine our on-boarding process with each new team, to ensure a smooth and seamless transition and a great client experience.
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Technology & Integration Team
We have diligently invested to enhance our technology stack and integration processes to be advisor-friendly and growth oriented.
Our Commitment to Thoughtful Growth.
Composition Wealth has always been driven by our entrepreneurial spirit and belief in the importance of culture. We're focused on partnering with successful RIAs that share our values and are excited by growth. We make sure the process is smooth and that you have the resources and backing to continue supporting your clients in a truly collaborative way.
Succession Planning
Create a clear path for the future of your firm with a succession strategy designed to protect your clients, support your team, and preserve the value you’ve built.
Alleviated Capacity Constraints
Operational, compliance, and administrative support allows your team to stay focused on what matters most, deepening client relationships and delivering thoughtful advice without distraction.
Accelerated Organic Growth
Firm-generated leads, integrated marketing, and national brand support help expand your reach and create new opportunities, empowering your team to grow with purpose and sustained momentum.
Expanded Services for Clients
Access to a national network of specialists across tax, estate, insurance, and financial planning allows you to deliver broader solutions while remaining a trusted advisor at the center of every client relationship.
Marketing & PR Support
Strategic marketing, digital campaigns, and public relations support elevate your visibility, strengthen your brand, and help you connect with the right clients at the right time.
Professional Back Office
Centralized compliance, operations, finance, and HR support provide the structure needed to scale your business confidently, freeing your team to focus on growth and client impact.
Growth that creates opportunity for advisors.
Our national presence and expanding team provide the foundation advisors need to grow their business, access deeper expertise, and deliver more for their clients.
“Every client has their own story and a unique vision for their future. That’s why we’ve built a nation-wide collective of accomplished advisors and specialists who work together to help them succeed.”
-Nate Angelo, CEO, Composition Wealth, 2026
By bringing together accomplished experts across multiple disciplines and markets, we create a collaborative environment that expands what’s possible for clients and partners alike.
Insights that help you grow with intention.
You Can Have the Exclusion or the Step-Up. You Rarely Get Both.
Estate planning has a hidden trade-off: shed the estate tax or keep the step-up in basis. You rarely get both. The best choice depends on your federal exposure, your state's rules, and whether you're in a community property state.
Bond Yield Battle
Bond yields have surged in 2026 as rate-cut expectations flipped to rate-hike concerns. Explore what's driving this shift—fiscal deficits, AI-fueled corporate borrowing, competing global yields—and why we still see opportunity in fixed income today.
Washington Millionaires' Tax: Five Moves to Make
Washington's new 9.9% millionaires tax launches January 1, 2028. With limited time to act, high earners have a critical planning window. Explore five essential strategies—from business structures to relocation decisions—that could make a significant difference.