Our clients that come from the Sports & Entertainment industries face a unique set of opportunities and challenges when it comes to investing, wealth management, and comprehensive planning. Our team is well-equipped to help you approach your plans with confidence and specialized resources.
 To maximize the success of wealth at a younger age, we lead with financial education for college-aged clients. We set the groundwork so that NIL athletes have the right tools to approach deals for sponsorships, endorsements, and more. Our goal is to help you use that income for your future so you can continue to pursue your passion for your sport. |
 We know what it’s like to be in Hollywood – with gig-based work or jobs that last a finite amount of time. When you amass wealth quickly and transition often between jobs, you have to get a little creative with managing finances. We work with you so that your wealth continues to support your lifestyle and frees you from facing the challenges alone. |