
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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Does Your Trust Still Work if You Live Abroad?
By Aoifinn Devitt, Managing Director – Global Wealth Most trusts are created to reflect a family’s circumstances at a specific…
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Third Quarter 2026 Investment Update
Executive Summary The third quarter of 2026 reinforced a market environment in which economic resilience and corporate earnings have continued…
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This Is Not Your Parents’ Wealth Management
Compardo, Wienstroer & Janes at Moneta A moment is just a moment until you string enough of them together and…
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