Speaker

Charlie Dombek

Charlie Dombek

Founder, Axium Wealth CPA, MBA, & Wealth Architect (Real Estate & Taxes)

Williamsburg, Virginia, United States

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Charlie Dombek, a CPA and MBA holder, has established a formidable reputation as a financial strategy and tax planning pioneer. With over three decades of professional experience, he has demonstrated an exceptional ability to guide clients through complex tax landscapes and help them secure substantial financial recoveries, thereby fostering their long-term wealth accumulation.

He has been instrumental in founding several influential financial enterprises. Among these, he launched the Optimal Financial Group, a boutique CPA firm with national acclaim for its sophisticated financial solutions. He also spearheaded the creation of Axium Wealth and Dentistry Wealth, firms dedicated to wealth acceleration and minimizing client tax liabilities through customized strategies.

Charles Dombek's expertise extends beyond consulting into substantial financial initiatives. Over the last four years, he has successfully mobilized $300 million in equity for real estate investments valued at nearly $1 billion. His efforts have also led to the origination of over $300 million in asset-backed loans, managing a dynamic lending platform that encompasses micro-lending and a FOREX trading platform with significant capital management.

His strategic vision aims to shift clients from traditional, often volatile, market-based investments to more secure and lucrative alternatives that offer better returns and greater financial security. Through his leadership at Axium Wealth, he deploys innovative financial strategies that minimize tax liabilities and enhance the overall investment performance, thereby accelerating clients toward their financial goals.

He sets himself apart from conventional CPAs with his detailed and proactive approach to financial planning. At Axium Wealth, he and his team conduct in-depth analyses of clients’ financial statuses and tax situations, crafting and executing plans that maximize wealth while ensuring tax efficiency.

Beyond his professional duties, he is deeply committed to educating his clients and the public through free webinars focusing on strategic tax reduction and investment optimization. His educational initiatives have empowered many clients, from family offices to high-profile professionals, helping them achieve significant financial advances.

Charlie Dombek is also a respected speaker at global financial and investment seminars, where he shares his insights on wealth accumulation and tax reduction. Outside the office, he enjoys participating in outdoor activities like fly fishing and competing in senior men's tennis tournaments. His philanthropic activities include supporting the Special Forces Foundation, which assists families of the U.S. Army Special Forces, reflecting his commitment to community service and national support.

Charlie Dombek

Founder, Axium Wealth CPA, MBA, & Wealth Architect (Real Estate & Taxes)

Williamsburg, Virginia, United States

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