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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Legacy over Currency - Georgette Pascale
Your net worth isn't your real worth. The impact you leave through your actions, relationships, and contributions outlasts any dollar amount. Here's how to start measuring what actually matters, personally and professionally.
"Work-Life Balance - Is it a Fallacy?" with Dr. Leonaura Rhodes
We will be joined by Dr Leonaura Rhodes to discuss whether work-life balance is genuinely possible, and if it is, what it actually looks like for you to get there.
Turning Passion into a Career: Simmy Kustanowitz, Clock Tower Innovation
We will be joined by Simmy Kustanowitz, an Emmy-nominated television producer, to discuss how to turn your dreams into a dream job, and how you can feed your passions through work and life.
Q3 2026 Market Perspectives
Confidence in both the economy and the markets continued to build as uncertainty gave way to stronger fundamentals and renewed optimism.
Dynasty Trust: Building a Legacy That Lasts
Your Opportunity Zone Fund is About to Wake Up
If you own an Opportunity Zone Fund from 2018, 2019, or 2020, it's about to require your attention for the first time in years. Here's what's happening before December 31.
AI in Practice: Answers to Advisor Questions About Artificial Intelligence
Have questions about AI? You're not alone; there are probably more questions than answers, but CEO Nate Angelo sat down with Capital Group's Brock Sutton to tackle some of the things advisor seem to be most curious about.
The State of the AI Trade & Areas of Opportunity Ahead (w/ Matt Dmytryszyn)
CFO Matt Dmytryszyn joined a discussion on the Schwab network on the state of the AI ecosystem. Matt touches on the areas of opportunity for the AI space, as well as breaking down data center buildout falling behind demand.
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.
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.