For athletes, financial advice that goes the distance

For elite athletes, talent provides opportunity, but discipline makes victory possible. We believe something similar in our line of work: that one’s achievements can bring in money, but strategy and discipline are needed to turn it into durable wealth.

As you seek to convert your performance under the lights into lifelong financial strength, our team can design a strategy to suit your goals and circumstances and help you stay on course through your career and beyond. Then, as the market – or your goals – shift, we’ll keep your plan responsive to it.

We believe what’s true on the field, court or pitch is true elsewhere – that winners get to work long before the clock starts and keep working long after it ends.

Athletes are not like most investors

Unlike other high earners, an athlete’s career at the top can be short, and while money can flow fast it can shut off just as quickly. This means athletes may have more financial risk than other high-income professionals. Meanwhile, pro athletes often have big expenses and are under pressure to spend to keep up with the lifestyle. This combination of uncertainty, debt and spending has been the financial ruin of too many top-tier athletes.

We work with athletes to help prevent this too-common story, combining our financial knowledge and experience with a real understanding of professional sports and its challenges as a career.

We’re the team in your corner

We have extensive experience working with pro athletes, up-and-comers and sports organization professionals and have helped them navigate this high-stakes world with confidence. More than investment advice, we offer comprehensive financial planning. This encompasses your entire financial picture including spending, employment benefits, liabilities, family education planning, loans and sophisticated investment offerings.

We keep our eyes on our clients’ finances so they can keep their heads in the game. And when they retire, we help them use what they’ve created to take on their next challenge.