Centricity Wealth Management

Let’s compose a future worthy of your story.

Financial planner in Westerville, OH (show on map)

3.7

★★★★☆

3 reviews

Independent, fiduciary investment advisory firm offering personalized wealth management, tax integration, and retirement planning services.

Call (614) 392-5155

Navigate to Visit website

About

Composition Wealth Management is an independent, registered investment advisory firm dedicated to helping clients achieve their financial goals and life ambitions through fiduciary advice, comprehensive wealth management services, and cutting-edge technology. As a fiduciary, the firm ensures clients have a seat at the table, with guidance shaped to their ambitions and evolving over time.

Fiduciary Commitment

Comprehensive Service Suite

Goal-Driven Planning

Integrated Tax and Insurance Solutions

Services

Private Wealth

Building a legacy together that extends beyond your lifetime.

Financial Planning & Advisory Tax Integration Investment Management Insurance & Risk Liquidity & Credit Estate, Trust & Legacy

Multi-Family Office

Holistic financial services that take the burden off you.

Financial Planning & Advisory Tax Integration Retirement Goals & Planning Philanthropic Planning Integrated Insurance Solutions Liquidity & Credit Investment Management Estate, Trust & Legacy Family Office

Wealth Foundations

Laying the groundwork today for lasting wealth tomorrow.

Financial Planning & Advisory Tax Integration Retirement Goals & Planning Philanthropic Planning Integrated Insurance Solutions Liquidity & Credit Investment Management