Specialized Planning for Athletes and Entertainers
Welcome
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.
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