Charlie Dombek

Charlie Dombek is widely respected as a master of financial strategy and tax planning, possessing a CPA and MBA that underscore his extensive expertise. With over three decades of experience, he has become a key figure in crafting wealth strategies that benefit his clients through innovative tax planning and financial management. His transparent and forward-thinking methodologies have enabled numerous clients to reclaim substantial economic benefits, establishing a solid foundation for future wealth accumulation.

At the helm of multiple successful ventures, he founded the Optimal Financial Group, a boutique CPA firm that commands a national presence. His entrepreneurial drive didn't stop there; he also established Axium Wealth and Dentistry Wealth, centered around accelerating wealth and minimizing tax liabilities for their clients. These firms offer tailored financial strategies to maximize wealth while ensuring tax efficiency.

Charles Dombek's prowess in financial mobilization is notable. He has raised $300 million in equity for real estate investments that have reached a combined worth of nearly $1 billion over the past four years. Additionally, he has been instrumental in originating more than $300 million in asset-backed loans, managing a diversified lending platform that includes a significant role in micro-lending and a FOREX trading platform.

His primary mission is to guide his clients away from traditional, market-based investment strategies that often yield only modest returns. Instead, he advocates for diversified and higher-yielding alternatives that offer greater security and potential for growth. Through his leadership at Axium Wealth, he implements innovative strategies that reduce tax liabilities and enhance overall investment returns, helping clients achieve financial freedom more quickly.

His proactive, comprehensive approach to managing wealth distinguishes him from conventional CPAs. He and his team at Axium Wealth are dedicated to meticulously analyzing and optimizing clients' financial and tax situations, employing strategic measures that maximize income and minimize tax impacts.

His commitment to financial education is evident through his offering of free webinars that focus on tax reduction and investment optimization. These educational initiatives help clients, from family offices to professional athletes, improve their financial situations effectively.

Charlie Dombek is also a sought-after speaker at global financial and investment seminars, sharing his insights on wealth acceleration and tax mitigation. Beyond his professional activities, he enjoys outdoor pursuits such as fly fishing and competitive tennis on the senior circuit. His philanthropic efforts include supporting the Special Forces Foundation, demonstrating his commitment to giving back to the community, and aiding U.S. Army Special Forces families.