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Sports & Entertainment

There are parts of your journey most will never see.  You have worked hard, while others had a social life, going to bed in pain, waking up to repeat it all again.  You practiced, and invested in a dream, and now you have arrived. We understand the fear, allow us to guide you, protecting and preserving your wealth, helping to maintain your lifestyle during your career and beyond.

As a Fiduciary, we work in the best interest for you, your family and your business interests.  Our advice is independent and serves your needs, as we believe you will be a client longer than you are a client of your agent or label. 
In a Meeting

Protect & Preserve

The first rule of wealth management is to protect and preserve your assets.  

Bussinessman in Modern Office

Private Wealth Management

A range of customized solutions to fulfill the needs of select clients, including investment management, taxation strategy, wealth transfer, and insurance planning.

Image by Joshua Sukoff

Taxation Strategy

As an elite athlete or entertainer, you may find yourself becoming an entrepreneur with multiple income streams.  We provide guidance on lowering taxable income, and protecting your business and family interest.

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