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Resources & News

Insights to help you compose your next chapter.

We like to think that we’re the people you want to talk to. About life, about family, about goals…and oh—about money. We talk about investments, the economy, the financial landscape; our CIO Matt Dymtryzyn makes sense out of chaos. We talk about planning, about taxes, about legacy; we also talk about life events. A “story” has a lot of components. We’re here for all the conversations that go into a long and rich life story. In fact—it’s our favorite thing. It’s why we’re here. Stay connected to the ideas and perspectives that drive conversations and help you make informed decisions to move your story forward.

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Forecasts
Apr 23, 2026

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.

Forecasts
Apr 8, 2026

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.

Webinars
Mar 24, 2026

ITAP Series: War in Iran

Our live, moderated panel discussion will cover what investors need to know about market reactions to war in Iran.

Insights
Mar 24, 2026

Composition Wealth Welcomes Edgewater Wealth Management

Composition Wealth announced a merger with Edgewater Wealth Management of Tacoma, WA. Composition welcomes the Edgewater team of 16, bringing $900 Million in total client assets and expanding the firm's footprint in the Northwest.

Insights
Mar 17, 2026

Private Credit: Fact versus Fiction

Private credit has evolved from a niche corner of the market into a major force in today's financing landscape. In Matt's Hot Take, he discusses the market conditions, what is fact, and what is fiction.

Webinars
Mar 5, 2026

Market Implications of Crisis in the Middle East

Recent geopolitical developments involving Iran have raised important questions for investors. Join us for a webinar designed to address your pressing market questions.

Press Releases
Sep 29, 2025

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.

Press Releases
Jul 9, 2025

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.

News
Mar 18, 2025

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.

News
Mar 12, 2025

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. 

News
Mar 11, 2025

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. 

News
Mar 7, 2025

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

Webinars
Mar 24, 2026

ITAP Series: War in Iran

Our live, moderated panel discussion will cover what investors need to know about market reactions to war in Iran.

Forecasts
Apr 23, 2026

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.

Forecasts
Apr 8, 2026

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.

Forecasts
Jan 15, 2026

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.

Composition Wealth