We built this firm to assist professional athletes and entertainers with accumulating and preserving their wealth so that it lasts far beyond their peak earning years. As an Independent Registered Advisor, we remain independent in every transaction we complete on your behalf (we have a fiduciary duty), which means we are always on the same side of the table as you.
Our specialized financial platform was created to serve the unique lifestyles of professional athletes and entertainers. We understand the chaotic nature of your lives and thus provide our services around the clock to meet your financial needs.
Our team of investment, financial, and legal professionals will work with you to create a financial plan specifically tailored to meet the goals and needs of you and your family.
Much like you, we are judged by our results and that is why some of the biggest names in sports and entertainment have entrusted us to manage their financial lives. Our goal is to provide consistent positive returns while preserving our clients’ wealth.
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