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 industries, through proper education, planning and investing.

Pursue your Passion, Uninterrupted

Wealth management is more than just making smart investments. Our team has decades of experience working with high net worth individuals with distinctive personal and career needs. We assist in managing the financial demands of your lifestyle as well as the preservation of your success.

We help you treat your wealth as a business and plan for your financial future so that you can focus on continuing the pursuit of your passion.

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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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Map your Financial Future with Professional Guidance

Hiring or retaining a Financial Advisor is an important decision. We are here to help you make the best decision for you, your family, your business and your unique needs. We will meet with you in-person to discuss your overall life and financial goals, the structure of our company as well as our transfer process.

There is never a fee or contract associated with introductory meetings – as fiduciaries, that is just the way that we believe business should be done and relationships formed – in a plainspoken and open dialogue.

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