skip to content

Let’s compose a future
worthy of your story.

Different services for different paths.

Wealth Foundations

Laying the groundwork today for lasting wealth tomorrow.

Private Wealth

Building a legacy together that extends beyond your lifetime.

Multi-Family Office

Holistic financial services that take the burden off you.

Retirement & Benefits

Plans for your business and employees that align with your goals.

Our "Why"

Our goal is to help you achieve yours.

As a fiduciary, we act in your best interest. That means you always have a seat at the table with guidance shaped to your ambitions.

125+
Employees (and counting)
Over 20 advisory teams with 40+ dedicated support staff
$11B+*
Assets Under Management/Advisement
*Data as of 3/31/26
40+
States Served Nationwide
We're here for you.

We help you always stay two steps ahead.

Insights
Aug 5, 2026

Education Funding Beyond the 529

A 529 plan is great, but for families with significant wealth and multiple kids or grandkids, it's not the whole strategy. Here are four powerful tools, from direct tuition payments to dynasty trusts, that work above and around it.

Insights
Aug 5, 2026

Back-to-School Checklist: Don’t Forget the Estate Planning Essentials

Sending a kid to college? Before you focus solely on dorm supplies, consider two often-overlooked documents: a Medical and Financial Power of Attorney. Once your child turns 18, these simple forms ensure you can still help when it truly matters.

Upcoming Events
Sep 24, 2026

Navigating the Current Workforce: How to Help Your Recent College Grads

The current job market is causing significant stress for young adults and recent grads alike. We will be joined by recruiter Katie Simon to discuss how to stand out as an applicant and build a career from the ground up. 

Meet our Team

Composition Wealth is a collective of advisors and industry professionals dedicated to helping you achieve your financial goals and life ambitions.

Meet Our Team

Let’s compose your financial story together.

Explore the latest news, insights, and more.

Composition Wealth