Your Financial Game Plan

Wealth Strategies for Athletes & Families Beyond the Game

Secure Your Legacy.

OUR CLIENTS

We understand the wide spectrum of unique challenges faced by athletes and their families: contract and endorsement earnings, travel demands, balancing personal and professional life, injuries, financial pressures, public expectations, and career transitions.

We take the time to understand your specific situation and what matters to you, build a tailored and comprehensive wealth plan to achieve your goals, and put measures in place to protect what you’ve earned during and after your athletic career.

Game Plan for Wealth

We have developed a comprehensive suite of services tailored to the unique needs and goals of professional athletes, coaches, and entertainers.

  • We have a network of private banks and financial institutions that provide you access to integrated banking and lending solutions.

  • We develop a budget with you to create accountability and help us track progress toward reaching your short and long-term goals.

  • Financial planning is a process and not an event, so our adaptive planning process is tailored to your current and future needs.

  • We construct research-driven, globally diversified portfolios using a wide selection of asset classes to create personalized investment plans.

  • Clients have access to our exclusive network of private offerings and alternative investments.

  • We help you prepare for unforeseen situations by working with a network of asset protection professionals helping you minimize risk and protect your wealth.

  • We understand that real estate is a large component of your overall wealth so we provide oversight and utilize our network of professionals to service your needs.

  • Simplify and organize your financial life by streamlining bill payments and reporting for personal and business accounts.

  • We believe that proper tax planning is a key component of your overall financial plan. We team up with accountants, CPAs, and other professionals to help maximize your after-tax wealth.

  • Our tailored service assists clients in streamlining tasks (e.g. finishing education, travel coordination, large purchases, etc.)

  • Working with you to achieve all of your charitable giving intentions through the use of donor-advised funds, private foundations, and non-profit organizations.

  • We team up with a network of legal professionals to help structure a plan that protects your wealth and is consistent with your financial goals.

Beyond the Game

Generational Wealth.

We work closely with athletes to navigate the unique challenges of their careers, addressing issues such as sudden wealth, endorsements, contracts, and complex financial needs. By crafting a customized financial plan, we provide integrated investment strategies and personalized service that goes beyond what traditional wealth management firms offer. Our goal is to help athletes manage their financial journey at every stage of their career with expertise and tailored solutions.

Connect With Us.