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Specialized Planning for Athletes and Entertainers

What We Do

Special planning for athletes and entertainers

What We Do


Meet The Team

Our team specializes in wealth management and personalized investment planning for a wide range of clients including athletes, entertainers and affluent individuals and families.

Every portfolio we manage is tailored to balance personal goals, lifestyle and risk tolerance. The end result is designed to be a tax-efficient custom strategy focused on each individual client.

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“Opportunity is missed by most people because it is dressed in overalls and looks like work.” - Thomas Edison (1847-1931)

Securities and advisory services offered through &Partners, Member FINRA, SIPC

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

Form CRS

Legal Disclosures