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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
Sep 9, 2026

You Can Have the Exclusion or the Step-Up. You Rarely Get Both.

Estate planning has a hidden trade-off: shed the estate tax or keep the step-up in basis. You rarely get both. The best choice depends on your federal exposure, your state's rules, and whether you're in a community property state.

Insights
Sep 4, 2026

Bond Yield Battle

Bond yields have surged in 2026 as rate-cut expectations flipped to rate-hike concerns. Explore what's driving this shift—fiscal deficits, AI-fueled corporate borrowing, competing global yields—and why we still see opportunity in fixed income today.

Insights
Aug 28, 2026

Washington Millionaires' Tax: Five Moves to Make

Washington's new 9.9% millionaires tax launches January 1, 2028. With limited time to act, high earners have a critical planning window. Explore five essential strategies—from business structures to relocation decisions—that could make a significant difference.

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