Charlie Dombek

Charlie Dombek, an internationally recognized CPA and MBA, is esteemed for his innovative financial architecture and tax planning strategies. With over three decades of experience, he has built a reputation for crafting strategies that significantly enhance long-term wealth. His transparent, forward-thinking approaches to federal and state tax issues have enabled his clients to recover vast sums, creating sustainable savings annuities. His entrepreneurial prowess is evident in the founding of multiple companies. He established the Optimal Financial Group, a boutique CPA firm with a national reach. He is also the driving force behind Axium Wealth and Dentistry Wealth, where he combines his expertise in tax mitigation with personalized financial strategies to accelerate wealth accumulation for his clients. In recent years, Charles Dombek has mobilized significant capital for real estate and lending initiatives. He has raised $300 million in equity for real estate investments valued close to $1 billion and has originated over $300 million in asset-backed loans. This includes managing a micro-lending platform and a FOREX trading platform, which together manage substantial amounts of capital. He is committed to transforming his clients' financial futures by moving them away from solely market-based investments, which typically yield a 6-8% return, towards more secure, higher-yielding strategies. His work with Axium Wealth involves crafting bespoke strategies that significantly reduce clients’ tax burdens while potentially improving investment returns, helping them achieve financial independence more swiftly. His approach to wealth management distinguishes him from typical CPAs. At Axium Wealth, he and his team conduct thorough analyses of their clients’ financial and tax situations. They implement strategies that optimize income and gains from business and investments in the most tax-efficient ways possible, ensuring enhanced financial outcomes.