Resources & News
Insights to help you compose your next chapter.
The conversations that matter most rarely start with a spreadsheet. At Composition Wealth, we're here for all of them: the questions about family, goals, legacy, and yes, money too. Stay connected to the perspectives and insights that help you move your story forward.
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How Are IPOs Impacting Your Portfolio?
In our third piece on IPOs, we share what investors should consider when assessing an IPO opportunity.
What If You Had to Leave Tomorrow?
If something were to happen to you tomorrow, could your business survive without you? For most owners, the honest answer is uncomfortable. Here's what continuity planning actually looks like, and why it can't wait.
Equal Shares, Unequal Outcomes
Dividing your business equally among your children isn't automatically fair. It might actually be the decision that fractures everything you've built. Here's what fairness really requires in family business succession, and the structures that make it work.
The Real Reason Why Business Succession Plans Fail (And It Has Nothing to Do With Money)
You've built something real. But when it's time to hand it off, the legal documents won't be what saves it. Here's why succession fails, and what conversations actually change the outcome.
Paws and Portfolios: Composition Wealth and The LaBelle Foundation Discuss Charitable Giving
Scott Smith, Blake McKibbin, and Jake Hungarter are joined by Samantha Periano to discuss tax strategy and how your giving can be structured to maximize impact, reduce your tax burden, and align your giving with your broader financial goals.
Evaluating IPOs: Thoughts From Two Industry Veterans
IPOs are back, and the excitement is real. Before you chase the next big debut, Composition Wealth's Brock Moseley and Matt Dmytryszyn, CFA®, break down what separates a great company from a great stock.
Composition Wealth Announces New Leadership
Composition Wealth announces new leadership, appointing Nate Angelo Chief Executive Officer and elevating Doris Meister to Executive Chair. The Firm enters the next chapter of growth following Bruce Milam’s foundational tenure.
Composition Wealth Adds Two Advisory Teams; Reaches $9.5B in AUM
Composition Wealth announces adding two advisory teams with combined assets of $481M and now manages $9.5B in total AUM. We welcome Blue Oak Capital, in the Bay Area, and Centricity Wealth Management, which establishes our first Ohio office in Columbus.
Composition Wealth's Commitment to LA Wildfire Recovery
Composition Wealth is committed to aiding Southern California's wildfire recovery by supporting the LA Regional Food Bank and California Fire Foundation, organizations vital to helping those still rebuilding their lives after the devastating fires earlier this year.
Spotlight: Katie Pieper, Partner, Senior Wealth Advisor
In honor of International Women’s Day and Women’s History Month, we are highlighting a few of the remarkable women at Composition Wealth. The spotlight shines today on Katie Pieper a partner and Senior Wealth Advisor.
Spotlight: Samantha Kennedy, CFP®, CDFA®, Wealth Advisor
In honor of International Women’s Day and Women’s History Month, we are highlighting a few of the remarkable women at Composition Wealth. The spotlight shines today on Samantha Kennedy one of our Wealth Advisors.
Spotlight: Marla Wooton, CRPC®, Chief Compliance Officer
In honor of International Women’s Day and Women’s History Month, we are highlighting a few of the remarkable women at Composition Wealth. The spotlight shines today on Marla Wooton our Chief Compliance Officer.
Events
Upcoming Events
ITAP Series: War in Iran
Our live, moderated panel discussion will cover what investors need to know about market reactions to war in Iran.
Q2 2026 Market Landscape
Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.
Q2 2026 Market Perspectives
In this Q2 Market Perspective, our Chief Investment Officer, Matt Dmytryszyn, shares insights into the first few months of 2026, uncertainties under the ITAP themes, and other economic indicators shaping the current investment environment.
Q1 2026 Market Landscape
Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.