Wealth Management for Sports and Entertainment Professionals

How you preserve wealth should be as unique as how you earn it

As a professional athlete or entertainer, you've fulfilled a dream many have but few actually realize. You'll have opportunities most never will and challenges most will never face, so it helps to have guidance from a team of specialists who understand the complexities of playing on the biggest stages.

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

Offered by Wells Fargo Bank, N.A.

Specialized services. And the pros that deliver them.

No matter where in your career you are or what your goals might be — right now or down the road — we have services covering the entire spectrum of wealth management.

Family Wealth and Culture Services

Working with individuals, couples, and families to provide education around transitioning wealth across generations and providing specialized advisory services.

Trust Services

Help preserve your loved ones by partnering with specialists to craft a custom plan to help simplify administrative tasks, ease wealth transfer, transfer taxes, and maintain your family's harmony and vision for the future.

Philanthropic Planning

Clarifying values and defining a vision and mission for intentional charitable giving, leveraging resources, and creating a comprehensive plan to maximize impact and legacy by providing education and best practices for philanthropic strategies.

Off the shelf isn’t on the table

Your priorities are your own. As are your values. LifeSync® is our advice and planning experience — tailored to you — that helps you align your financial priorities with your values and make the right decisions at the right moments, no matter where in life those moments happen. Because managing your wealth isn’t just about maximizing your money. It’s about maximizing its impact.

The five stages of the LifeSync experience help you identify what you value most, and how your money can help you make the most of what you value:

Understand: What are the things that you value most?
Plan: How can your money make the most impact?
Propose: What are your options and how do they play out?
Implement: What is your next best step?
Revisit: Are you still on track?

When looking forward means giving back

So many of our clients want to share their good fortune by giving back to a particular community or organization that holds a special place for them. Putting your money where your heart is can be incredibly rewarding and transformative for both you and the next generation.

Wells Fargo Bank's philanthropy team will help you make a measurable impact and meet your philanthropic objectives. We provide services to individuals, families, foundations, nonprofit organizations, and endowments, including:

Assistance with understanding the various philanthropic vehicles
Guidance in establishing your philanthropic vision, values, and mission statement
Access to Environmental, Social, and Governance (ESG) investing options to further your philanthropy

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.

Guidance and resources

-Wells Fargo Advisors does not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

-Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A

-Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services.

Investment and Insurance Products are:

Not Insured by FDIC or any Federal Government Agency

Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested