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Private Wealth

The story you live tomorrow depends on the one we write today.

Private Wealth services help you build, manage, and protect your wealth with intention. We partner with you on a coordinated, goal-driven strategy that sets you up for what comes next.

The “With You, Not for You” Approach

Services for every chapter of your life.

Our breadth of services is led by industry specialists who work together with you to develop a comprehensive plan built around your goals and needs.

  • Financial Planning & Advisory

    Life changes, which is why together we build goals-based financial plans that adapt with you.
  • Tax Integration

    Tax strategy touches every financial decision, so we plan for them with intention, transparency, and care.
  • Retirement Goals & Planning

    We provide step-by-step retirement plans from goals to optimization.
  • Philanthropic Planning

    From charity to legacy giving, we help you through it all.
  • Integrated Insurance Solutions

    The peace of mind you want and need.
  • Liquidity & Credit

    Life doesn't always give notice, so we develop plans with you that provide more clarity.
  • Investment Management

    We shape investment strategies that reflect your goals now and where you want to go next.
  • Estate, Trust & Legacy

    What you leave behind should feel intentional, not complicated.

We help you stay two steps ahead.

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.

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.

Let’s compose your financial story together.

Explore the latest news, insights, and more.

Composition Wealth