Design precise
investment plans
tailored for engineers.
Why Engineers Choose
ComposedPro Wealth
Engineers are known for precision, problem-solving, and innovation. At ComposedPro Wealth, we apply the same principles to your financial life—designing strategies that optimize investments, minimize taxes, and protect the wealth you work hard to build.
-
Expert guidance on employer-sponsored retirement plans.
-
Advice on profit-sharing and company stock programs.
-
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 Engineering 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 Engineers
-
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.