ComposedPro, Inc.

ComposedPro, Inc. is an independent, single-advisor wealth management firm that provides financial planning, portfolio management, retirement-account advice (including employer-sponsored plans), estate planning support, and access to alternative investments for eligible investors. The firm manages approximately $29.5 million across roughly 50 clients and offers specialty separately managed account solutions for specific needs such as concentrated positions.

The firm’s investment philosophy centers on goals-based planning and on lowering both fees and taxes through disciplined portfolio construction, fine-tuned asset location, and periodic rebalancing. Its product suite includes defined portfolios (Generational, DigitAll Weather, Glide Path, Emergency Fund), a glide-path methodology that prioritizes a plan’s “end” date, and tools such as a Smart Location Score and Asset Location Heat Map to coordinate employer and outside accounts.

Notably, the firm is affiliated with a separate CPA tax-preparation practice and a small-business advisory entity operated by the firm’s principal, and the advisory practice refers clients to that CPA firm—an arrangement that creates closer integration of tax planning with investment advice than is typical for solo independent advisors. The principal holds both CFP and CPA credentials and draws on prior public accounting, corporate finance, and operating roles to provide tax-aware planning, estate-planning visuals, and custom scenario modeling for executive compensation and business-owner clients.