Sports, Media & Entertainment

Good fortune is what happens when opportunity meets with planning.

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. Managing wealth can be challenging due to the unpredictable nature of your career. This is where the role of a fiduciary becomes important.

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 tailored solutions to financial & estate planning, retirement, cash flow, philanthropy, investment management, protection, trust services, and budgeting.

If You Have Questions:

Don’t hesitate to contact one of our advisors at and we will connect with you at a time that best fits you.

Or book a 15-Minute Discovery call below