Fly higher
with financial strategies
tailored for pilots.
Why Pilots Choose
ComposedPro Wealth
Our founder, Matt Schwegman, has worked closely with pilots throughout his career. For three years, he was the Managing Partner of a private jet operator in San Antonio, growing the flight crew from 15 to 25 pilots. The improvement of the operation would not have been possible without the hard work of the team during that time. Matt had a great experience working with the captains, flight officers, and other wonderful people who contributed to the company's success.
From that experience and love of aviation, we continue to work with pilots on:
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Expert guidance on employer-sponsored retirement plans.
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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 Aviation Professionals
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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 Pilots
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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.