Sports and entertainment professionals

Being a professional at the top of your game means you also need advisors at the top of their game. Choosing an experienced team is crucial because your complex financial needs demand sophisticated solutions and an entire team of trusted advisors to execute them. Our team helps develop, implement and review your wealth management plan as we would our very own.

A penny saved is a penny earned

After your budget is established, and we’re working with a world-class financial institutions, it’s time to consider putting money away for the future. When thinking about how to invest your money, I first start with a clear understanding of where you are on your career path. There are four phases to your playing career:

  1. Minor leagues
  2. Major leagues — pre-arbitration
  3. Major leagues — post-arbitration
  4. Free agency

Longer term, we discuss goals after your playing career is finished and you begin the next phase of your life.

Let's start the conversation

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