
Athletes & Entertainers
Protecting your success is our passion.
We are your coach
We sit on the bench for you as your financial advocate and coach. As you focus on reaching your maximum potential, we take the responsibility of co-developing and maintaining a comprehensive plan for sustaining financial success throughout your career and beyond.
Core service offerings
Each area is tailored to your specific situation.
Investment Management
Risk Management
Cash Flow Management
Asset Protection
Contracts & Benefits
Tax Planning
Retirement Planning
Charitable Giving
We’re there for every stage of your career
Early career years
- Financial fundamentals
- Education
- Budgeting
- Credit building
Peak earning years
- Contract and benefits
- Savings and investing
- Asset protection
- Mitigate risk
Post career years
- Transition planning
- Family financial planning
- Estate planning
- New career planning

We Know the Game
Thought leadership
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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March Madness: Sentiment vs Hard Data
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Many college basketball fans…
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Watch: Bloomberg Open Interest Features Moneta’s Aoifinn Devitt 3/26/25
Aoifinn Devitt comes on at the 18:21 and 27:33 mark in the video. Compardo, Wienstroer & Janes at Moneta – “Bloomberg…
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Monthly Recap – February 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower…
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