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
Why work with us

We Know the Game

Thought leadership

DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.

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