Innovative
financial strategies
designed for entrepreneurs.
Why Entrepreneurs Choose
ComposedPro Wealth
Entrepreneurs thrive on vision, innovation, and risk-taking. But building a successful company doesn’t always translate to lasting personal wealth. At ComposedPro Wealth, we help founders, business owners, and entrepreneurs turn business success into long-term financial security—with strategies that protect, grow, and transition wealth effectively.
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Advice on creating startup equity plans, deferred compensation, and employer-sponsored retirement plans.
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Develop a framework for fluctuating and rapidly growing income.
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Holistic planning to ensure all your wealth 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 Entrepreneurs
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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 Entrepreneurs
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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.