Composure Wealth Management, LLC

Composure Wealth Management works with individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations and employer-sponsored retirement plans, providing comprehensive portfolio management, standalone financial planning and ongoing retirement plan consulting. The firm delivers discretionary asset management and modular planning or consulting engagements, typically completing written plans within six months when clients provide requested information.

The firm’s investment process blends individual securities (stocks, bonds, ETFs, mutual funds, options and select private or alternative investments) and may utilize third‑party sub‑advisors to implement client portfolios. Its methods of analysis are broad and multi-disciplinary — including fundamental, technical/charting, quantitative, cyclical and sector analysis — and it uses asset allocation approaches from strategic core-satellite to tactical/dynamic overlays with periodic rebalancing and duration management for fixed income.

Noteworthy for a small advisory team, the firm reports roughly $82.7 million in regulatory assets under management across two advisors and about 42 clients, producing a relatively high average account size and a compact advisor-to-client ratio. The firm combines individual wealth management with institutional retirement plan consulting and a willingness to employ alternatives and third‑party managers, and it executes and custodies client assets through Schwab Advisor Services while not accepting proxy‑voting authority.