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John C

CFP®, Series 63

Hauppauge, NY

Composition Wealth, LLC

John Caffrey Jr. is a CFP®-designated financial advisor with 34 years of industry experience. He is currently with Composition Wealth, LLC, where he has worked since 2021. His prior experience includes roles at Rosemark Advisors, Purshe Kaplan Sterling Investments, Castle Asset Management, and Castle Financial Advisors. Outside of his advisory work, he serves on the board of the AMAC Foundation, focusing on business planning and financial education for the organization’s members. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a wide range of clients including individuals, trusts, businesses, and charitable organizations. The firm employs a long-term investment approach using low-cost, diversified mutual funds and ETFs alongside select individual securities, and manages approximately $9.47 billion in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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