Professional Athletes
Get team-based, comprehensive financial advice so that you can enjoy your wealth today and preserve it for years to come.
As a professional athlete, you’ve worked tirelessly to achieve success.
It’s not uncommon for income to arrive in varying amounts at different points in time. You may see a large sum from a signing bonus or ongoing royalties for produced work, but these income sources can end just as quickly.
Our team of specialists have extensive experience helping professional athletes navigate unique financial challenges. We provide trusted, confidential, fiduciary advice so you can enjoy your wealth now, and for years to come.
Holistic advice and services tailored to meet your specific needs, including:
Investment Management
Financial Planning
Strategic Tax Planning
Charitable Planning
Business Valuation
Bill Pay and Business Management
Investment Opportunity Evaluation
Estate Planning and Trust Administration
fiduciary
/ fə'dooSHē, erē, -SHərē /
An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit.
Transparency is Key
Financial literacy is important. We’re committed to ensuring you understand how your money is being handled.
- As fiduciaries, we’re legally bound to always act in your best interests.
- Our simple fee structure is determined by the amount of assets we manage on your behalf.
We Can Help You:
- Build a diversified portfolio
- Explore investment opportunities
- Plan for retirement
- Rebalance your portfolio
- Pay monthly bills
- Coordinate multicity relocations
All Our Advisors Are In-House and Include:
- CERTIFIED FINANCIAL PLANNER™ professionals
- Certified Public Accountants
- Traders
- Insurance specialists
- Attorneys
RECENT INSIGHTS
