As a professional athlete or entertainer, your hard work and dedication has led to a new level of success, but also additional complexity. We are well trained and equipped to help you manage the unique aspects of your financial life so you can focus on what matters most to you. We will stay with you every step of the way, helping you manage your plan and make adjustments as your situation changes.


We will work with you to create a comprehensive wealth management plan tailored specifically from you and your family, designed to help you:

• Manage your everyday cash and access liquidity
• Address large and/or inconsistent income streams
• Implement strategies to help minimize your taxes
• Plan for the retirement and legacy you envision
• Preserve your income and assets
• Give back to your loved ones and your community

Addressing the unique nature of your profession

We offer an extensive range of solutions to help you pursue your financial goals, whether they are immediate or years away.  Some of our solutions include:

• Setting and managing a budget
• Planning for retirement
• Investing in alternative and nontraditional investments
• Pursuing charitable goals through private foundations, charitable trusts, and gifting strategies
• Access to customized lending solutions through Wells Fargo Affiliates

Your Wealth Needs a Team Too

Every financial situation is different, tied solely to the experiences of the individual. And when it comes to sports and entertainment professionals, even more so. That’s why you need a team who not only understands you and your goals, but can go further. With Wells Fargo Advisors, you’ll get access to expertise tailored to your individual needs.

• Exceptional service, attending to every detail and crafting a plan tailored to your desired outcomes
• Experienced professionals across multiple financial sectors for specialized guidance
• Custom solutions addressing your needs — and yours alone
• Premium benefits providing access to select experiences and privileges for eligible clients

For Your Career and What Comes After

Your professional career, and all the things you want to accomplish afterwards, is a journey. And how far you go on that journey can depend on who goes with you. The first step was making your dream a reality. Let’s take the next one together to help you realize the rest.

 


Wells Fargo Advisors does not provide legal or tax advice.
Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A