Work with
financial experts
fighting to defend and expand your wealth.
Why Attorneys Choose
ComposedPro Wealth
Attorneys are skilled at navigating complex legal matters, but your own financial life can be just as intricate. At ComposedPro Wealth, we help lawyers and law firm partners optimize their wealth, reduce taxes, and plan for long-term success—so you can focus on practicing law while we focus on your financial future.
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Expert guidance on unique compensation structures, whether you work under a PC, PLLC, or LLP structure.
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Advice on profit-sharing and company stock programs.
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Holistic planning to ensure all your retirement accounts are working together.
Professional Investment Management
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Access to alternative investments for eligible investors, including private equity, real estate, hedge funds, digital assets, and private credit.
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Personalized portfolios built to balance growth and risk
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Focus on minimizing fees and taxes, the two controllable levers of long-term success.
Tax Planning for Lawyers
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Uncover advanced strategies used by high-net-worth individuals to lower taxes.
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Create a smart contribution strategy to get the right amounts into tax-deferred, tax-exempt, and taxable accounts.
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Tactically place investments in accounts for maximum tax efficiency (i.e. higher growth assets in tax-exempt accounts).
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Provide annual Roth conversion analyses in attempt to lower lifetime effective tax rate.
Estate Planning for Attorneys
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Coordinate estate and tax strategies to minimize estate taxes and maximize the value passed to heirs.
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Create or update wills and trusts to avoid probate and simplify asset transfer.
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Leverage our in-house CPA and trusted estate attorneys for coordinated, professional guidance.