Charlie Dombek, CPA and wealth strategist, walking in London near St Paul's Cathedral

Charlie
Dombek

Global Wealth Strategist  •  CPA  •  MBA  •  Executive Film Producer

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About Charlie Dombek

A career built at the intersection of finance, strategy, and storytelling.

Charlie Dombek (also known as Charles Dombek) is a Certified Public Accountant (CPA), MBA, and internationally recognized wealth strategist with more than 30 years of experience helping affluent families, business owners, and high-net-worth individuals protect and grow their wealth through advanced tax planning and strategic financial advisory.

He began his career at Ernst & Young, one of the Big Four accounting firms, and holds an MBA from the College of William & Mary and a BS in Accounting from Virginia Tech. His clients include family offices, professional athletes, entertainers, and successful healthcare professionals.

Charlie is the founder of Axium Wealth, a tax advisory platform dedicated to wealth acceleration and tax mitigation; a founding partner of Optimal Financial Group, a boutique CPA firm with a national presence; and the founder of Dentistry Wealth, serving dental professionals nationwide.

30+
Years of Experience
E&Y
Big Four Alumni
50+
Films Produced
3
Companies Founded
Charlie Dombek professional headshot — CPA, MBA, founder of Axium Wealth
Tax Planning Philosophy
"Our overall goal is to eliminate exposure to estate taxation entirely and implement income-tax techniques that limit exposure to no more than a 24 percent incremental rate. Could we comfortably explain this to an auditor or in court? That's the test."
— Charlie Dombek, CPA, MBA
Charlie Dombek delivering a wealth strategy presentation to financial professionals
Areas of Expertise

Two worlds. One strategic mind.

01

Tax Strategy & Mitigation

Advanced tax planning using Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), dynasty trusts, QSBS exclusions, and Private Placement Life Insurance to shelter gains and create tax-free environments.

02

Real Estate & Alternative Investments

Strategic diversification into passive real estate, 1031 exchanges, Qualified Opportunity Zone Funds, and alternative asset classes for long-term capital preservation and tax-efficient growth.

03

Estate & Wealth Planning

Comprehensive estate planning through charitable remainder trusts, family limited partnerships, and dynasty structures designed to eliminate estate tax exposure for future generations.

04

Business Owner Advisory

Tailored strategies for entrepreneurs and practice owners — from entity structuring and exit planning to practice sale negotiations — helping clients capture maximum value from their businesses.

05

Investment Performance

Moving capital beyond traditional markets into off-market investments, inflation hedging instruments, and diversified asset classes for improved risk-adjusted returns and wealth acceleration.

06

Film & Entertainment Finance

Executive producer of 50+ feature films. The same analytical rigor, due diligence, and deal-making instinct applied to entertainment industry finance and production.

Executive Producer Filmography

Select Productions

In addition to his work in wealth strategy and tax planning, Charlie Dombek has executive produced over 50 feature films across major studios, distributors, and genres.

The Strangers: Chapter 2
The Strangers: Chapter 1
Wire Room
Out of Death
Force of Nature
Ghosts of War
Think Like a Dog
The Informer
Triple Threat
Danger Close
Escape Plan 2: Hades
The Hurricane Heist
Speed Kills
Replicas
The Strangers: Prey at Night
Featured In
Frequently Asked Questions

About Charlie Dombek

Who is Charlie Dombek (Charles Dombek)?

Charlie Dombek, also known as Charles Dombek, is a Certified Public Accountant (CPA) and MBA with over 30 years of experience as a global wealth strategist. He is the founder of Axium Wealth, Optimal Financial Group, and Dentistry Wealth. He began his career at Ernst & Young and is also an executive film producer with 50+ feature film credits.

What is Axium Wealth?

Axium Wealth is a tax advisory and wealth acceleration platform founded by Charlie Dombek. The firm specializes in advanced tax planning, estate planning, tax mitigation strategies, and wealth acceleration for affluent families, business owners, professional athletes, entertainers, and healthcare professionals.

What are Charlie Dombek's qualifications and credentials?

Charlie holds a CPA license, an MBA from the College of William & Mary, and a Bachelor of Science in Accounting from Virginia Tech. He is an Ernst & Young alumnus and a member of the AICPA. He has over three decades of experience in wealth strategy, tax planning, and financial advisory.

What tax planning and wealth services does Charlie Dombek provide?

Charlie specializes in advanced tax strategy and mitigation, real estate and alternative investments (including 1031 exchanges and Qualified Opportunity Zone Funds), estate and wealth planning, business owner advisory, and investment performance optimization. His compliance-first approach ensures all strategies are defensible and transparent.

Is Charlie Dombek a film producer?

Yes. Charlie is an executive film producer with over 50 feature film credits including The Strangers franchise, The Informer, Escape Plan 2: Hades, Replicas, The Hurricane Heist, Force of Nature, and many more. His full filmography is available on IMDb.

Connect with Charlie Dombek

Let's have a
conversation.

Interested in a wealth acceleration strategy or advanced tax planning tailored to your situation? Reach out to start the conversation.

Visit Axium Wealth
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