Charlie Dombek, who holds both CPA and MBA qualifications, has firmly established himself as a distinguished financial strategy and tax planning expert over his thirty-year career. His profound expertise has guided numerous clients through the intricacies of maximizing wealth and minimizing tax liabilities, employing techniques that are not only innovative but also highly effective in navigating the complex landscape of domestic and international finance.

He is the entrepreneurial force behind several successful financial institutions. Among his notable ventures is the Optimal Financial Group, a boutique CPA firm with a national reputation for excellence. He also launched Axium Wealth and Dentistry Wealth, both focused on wealth acceleration and tax mitigation. These firms offer tailored financial strategies that help clients enhance their economic status while ensuring tax efficiency.

Under the guidance of Charles Dombek, his companies have excelled in mobilizing significant capital for various investment projects. His strategic initiatives have successfully generated $300 million in equity for real estate investments totaling nearly $1 billion. He also orchestrated the origination of over $300 million in asset-backed loans, managing a dynamic lending platform that includes micro-lending and a significant FOREX trading operation.

He aims to transform traditional investment approaches, steering his clients away from typical market-based investments, which often yield modest returns, toward more robust and lucrative opportunities. At Axium Wealth, he employs cutting-edge financial strategies that significantly lessen tax burdens and enhance the performance of investments, thereby hastening his clients’ journey toward financial independence.

His comprehensive, analytical approach to economic and tax planning distinguishes him from conventional financial advisors. At Axium Wealth, he and his team meticulously analyze each client’s financial situation and tax status, developing customized strategies that optimize wealth accumulation and minimize tax impacts.

He also dedicates himself to educating the public, and his clients through free webinars focused on leveraging effective tax strategies and optimizing investment outcomes. These educational efforts have empowered many clients, from family offices to professional athletes, to improve their financial situations dramatically.

Charlie Dombek is a sought-after speaker at international finance and investment seminars, where he shares his insights on wealth accumulation and tax reduction strategies. Beyond his professional life, he enjoys outdoor pursuits such as fly fishing and competing in senior men’s tennis tournaments. His philanthropic work includes significant support for the Special Forces Foundation, highlighting his commitment to community support and the well-being of military families.

Portfolio: https://axiumwealth.com/