Wealth Management for Athletes and Entertainers


Pursue your Passion, Uninterrupted.

Our mission is to help protect and grow the wealth of high net worth individuals, who have accumulated their wealth in the sports and entertainment industry, through proper education, planning and investing. We provide investment advice and vast planning and advisory services to professional entertainers and athletes spanning through the arc of their careers – through initial contracts, peak earnings and endorsements and retirement phases. Our Partners are often consulted by the media to lead the dialogue around advising athlete and entertainers.

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Enjoy your Success - Now and Later.

As entrepreneurs, we know that success doesn’t happen overnight—it takes tenacity, courage, conviction and sacrifice. You have built something worth preserving. That is why we are dedicated to managing and preserving your wealth through skilled investing and planning so that you can continue to focus on the work that you love while enjoying your lifestyle. Pursue your dreams; we’ll help you preserve your legacy.

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Our Services Include

Planning

  • Insurance - disability insurance, whole life insurance and annuities
  • Philanthropic consulting and legacy planning
  • Budgeting, tax planning, prenuptial planning, college savings planning, estate and wealth transfer (trust and wills)
  • Introductions to a trusted advisory network - mortgage / real estate, accounting, attorney
  • Financial and retirement planning - cash flow reporting / maximizing the pension

Lifestyle

  • Security - electronic and physical
  • Family offices services
  • Asset protection
  • Administrative bill pay services

Investment

  • Credit based solutions
  • Investment consulting
  • Portfolio and asset allocation strategy
  • Risk mitigation analysis