You know how important it is to have a good game plan on the playing field or stage, and it’s just as crucial in preparing for your financial future.

We respect and appreciate the grit and determination that it takes to become a professional athlete or entertainer. Because of the uncertainties of your professions, you are faced with unique wealth management challenges and uncertainties. You may have a small window of opportunity in which to use your lucrative career to construct a financial foundation that will support you and your family after you retire.

Whether you are just launching your career or are a successful veteran, we can help you organize and coordinate the various aspects of your financial life, so that you can focus on your career. We bring the same discipline and dedication to our work for you that you bring to yours. We are committed to guiding you in building wealth management strategies designed to capitalize on your financial success during your career and support you and your family for years to come.

We pride ourselves on our ability to work seamlessly with your circle of advisors, including your agent, business manager, accountant, and attorney to develop a holistic wealth management approach tailored to your individual needs. We understand your need for privacy. We can work with discretion and provide you with the tools to help you make more informed financial decisions.

After your initial contract:

• Cash flow management

• Budgeting and liquidity management

• Financial education

• Immediate expenditures

During your career:

• Investment management

• Retirement income planning

• Estate planning and insurance services

• Philanthropy

After your playing days:

• Investment management

• Retirement income management

• Philanthropy

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