Professional athletes find service that keeps up the pace

While professional athletes are rewarded well for their gifted athleticism, they also face unique challenges. Their season only lasts six to eight months of the year, creating income gaps during the off-season. While most people earn their salary over a career that spans 30 or 40 years, the timeline for athletes is much more compact, which could mean decades without the sizeable income you’re accustomed to receiving.

Our team has more than 15 years of experience providing tailored wealth counsel for professional athletes, including those already playing professionally, as well as newly drafted athletes preparing for their transition. We have the perspective and insight on how to effectively address your goals, allowing us to keep up with your financial needs during your time-pressed playing careers, while strategically and proactively planning for your post-playing days.

In addition to financial planning, we can help you with other essential matters such as budgeting and cash flow management, bill paying, tax planning and even buying a first or second home. We can also help evaluate business opportunities presented to you and manage income from endorsements or promotional appearances.

Our team can work closely with your agent as well as your other professional advisors, such as a CPA or attorney, to ensure every detail of your life is accounted for and in sync. We can sit down with you and map out a plan designed to provide income throughout your life and pursue goals such as preparing for your post-career life and providing for your family down the road.

You put in a lot of hard work, discipline and drive into being an elite athlete. Let your career earnings work equally as hard and disciplined for you.

Our services include:

  • Wealth and investment management
  • Private banking and lending solutions
  • Cash management
  • Estate and charitable planning 
  • Wealth transfer and legacy planning
  • Succession planning
  • Tax strategies
  • Trust services
  • Risk management 
  • Insurance and annuities