Global Sports, Agent & Entertainment Clients

You hired the best agent to manage your career. Shouldn't you hired the best wealth manager?

 As a young boy, I had a family member play in the NFL for many years only to retire from the league broke.  Because of this I have made it my mission to prevent this from happening to other athletes and entertainers. 


We have 30 years of experience helping people just like you that are athletes and entertainers. Because of this we understand the unique and often complex challenges you and your family face. 


We will assist you with these challenges allowing you to focus on your career.  


As your trusted advisor we will help you to grow and protect your wealth using our proprietary "Right Game Plan." 


The Right Game Plan:


- Portfolio Management 

- Budgeting

- Banking 

- Goal Planning 

- Retirement Solutions and Planning 

- Second Career Planning 

- Education Planning 

- Trust Services 

- Charitable Giving 

- Estate and Tax Planning 

- Life Cycle Planning 

- Second Opinion Services  

 


Learn More

  

10 Reasons Why Professional Athletes and Entertainers Go Broke