As a professional athlete, entertainer, or media professional, we understand the unique financial needs, level of care and discretion needed to help you achieve your wealth management goals. An investment fiduciary is someone who manages the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. It is a role we take seriously with our clients.

​Our team approach provides you tailored solutions to financial & estate planning, retirement, cash flow, philanthropy, investment management, protection, trust services and budgeting.