Experience a
wealth-building model
created for data scientists.
Why
Data Scientists
Choose ComposedPro Wealth
Data scientists thrive on analytics, modeling, and optimization. At ComposedPro Wealth, we apply the same principles to your finances—turning complex tax, investment, and compensation structures into clear strategies that help you build lasting wealth.
-
Expert guidance on deferred compensation, employer-sponsored retirement plans, and other forms of compensation.
-
Develop a framework for rapid and fluctuating income streams.
-
Holistic planning to ensure all your retirement accounts are working together.
Professional Investment Management
-
Access to alternative investments for eligible investors, including private equity, real estate, hedge funds, digital assets, and private credit.
-
Personalized portfolios built to balance growth and risk
-
Focus on minimizing fees and taxes, the two controllable levers of long-term success.
Tax Planning for Data Science Professionals
-
Uncover advanced strategies used by high-net-worth individuals to lower taxes.
-
Create a smart contribution strategy to get the right amounts into tax-deferred, tax-exempt, and taxable accounts.
-
Tactically place investments in accounts for maximum tax efficiency (i.e. higher growth assets in tax-exempt accounts).
-
Provide annual Roth conversion analyses in attempt to lower lifetime effective tax rate.
Estate Planning for Data Scientists
-
Coordinate estate and tax strategies to minimize estate taxes and maximize the value passed to heirs.
-
Create or update wills and trusts to avoid probate and simplify asset transfer.
-
Leverage our in-house CPA and trusted estate attorneys for coordinated, professional guidance.