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Matthew S

CFP®, Series 65

San Antonio, TX

ComposedPro, Inc.

Matthew Schwegman is a CFP® professional with 14 years of industry experience, operating as the sole advisor at ComposedPro, Inc. He also serves as CFO of Made in the Shade, a franchisor of custom window treatments, where he oversees financial, accounting, and tax activities. Additionally, he is president of two related businesses providing tax preparation and small business consulting services. ComposedPro, Inc. is an independent wealth management firm serving approximately 50 clients with financial planning, portfolio management, retirement-account advice, estate planning support, and access to alternative investments. The firm’s approach emphasizes goals-based planning, fee and tax reduction through disciplined portfolio construction, and specialized separately managed account solutions.

Retirement income strategy Roth conversion strategy Tax-loss harvesting Private / alternative investments Concentrated stock management Founder/Business Owner Executive Mid-Career Professionals
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