Composition Wealth describes itself as an independent, registered investment advisory firm operating as a fiduciary. The firm states that its service lines span Wealth Foundations, Private Wealth, a Multi-Family Office offering, and Retirement and Benefits services.[Firm website]
The firm's own recent updates describe the appointment of Meghan McCartan as Chief Marketing Officer, part of a broader expansion of its leadership team alongside continued growth through combinations with other advisory teams.[Firm website]
Focus
Wealth management and financial planning services including investments, tax planning, estate planning, and philanthropic planning
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