Your teammate off the ice

We understand the complex nature of a career for you in professional sports and can help ensure you receive a coordinated service experience that will allow you to focus on your career, while remaining educated about your financial position along the way. You’re more than an athlete; you’re a brand, and this is your business. Our team can help empower you to ask the right questions and educate you on budgeting, developing good spending habits, and learning when to say no.  Beyond our wealth management expertise, we serve as true relationship managers — helping you make smart decisions, build a strong foundation, and protect yourself.

We will work closely with your family, agents, accountants, and lawyers, to help simplify your life so you can focus on the game and prepare for what’s next. As our client, we can assist you with:

Wealth management services

• Traditional investment strategies
• Alternative investment strategies
• Cash management and bill pay
• Banking & lending services
• Coordination with agents and accountant

Tax- conscious planning

• Tax-aware investment strategies
• Charitable giving strategies

Estate and succession planning services

• Estate planning services
• Trust consultation
• Insurance strategies