Where Stardom Meets Investing Strategy

Entertainers, athletes, coaches and directors spend their impressive earnings on everything from castles to dinosaur skulls. These sometimes-questionable decisions can lead to an episode of Where Are They Now, starring (lots of) wasted money.

In short. conventional financial wisdom doesn’t always apply to massive movie royalties or seasonal bursts. We can create the frameworks for those whose earning curves and potential are alien to the retirement calculators the rest of us use.

Put your future into focus today.

Working with Us

Asset Structuring

Your investments need to work when success is seismic and when the ball bounces the other way. We can design portfolios that help turn episodic windfalls into enduring wealth.
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Designation Earned and Used:

CERTIFIED PRIVATE WEALTH ADVISOR (CPWA)

Second Act Strategies

Your star might shine brightest when you’re in your 20s or 30s, with decades of transition that follows. We help build financial continuity during those inevitable career pivots and evolutions.
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Designation Earned and Used:

RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP^®)

Entourage Economics

Objective counsel becomes your most important resource when everyone around you, from agents to long-lost cousins, want to have a say in your financial decisions. We provide the oversight that provides valuable advice in the face of potential wealth-draining influences.
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Designation Earned and Used:

ACCREDITED INVESTMENT FIDUCIARY (AIF^®)

Possible Problems. Potential Protection.

Highlight reels never show bloopers or fumbles. Here’s how we flip the script for the typical financial mishaps superstars face.

PROBLEM: Your image, voice and jersey number are yours… until they’re not.PROBLEM: It can be lonely (and awkward) at the top.PROBLEM: Financial mismanagement from professionals.

PROTECTION: We’re in a brave new world where AI, NIL and other abbreviations can have the ability to either add to or subtract from your future. We know how to help you secure the former.

PROTECTION: With fame and fortune comes the potential shock of navigating relationships you’ve had before you hit it big in a new light. We help steer those tricky, but necessary, conversations to help underscore the human side of wealth.

PROTECTION: They’ve written movies about how financial advisors appear to develop amnesia when they land a famous client. Here? Honesty isn’t just the best policy; it’s the only policy — and it’s been that way since 1975.

PROBLEM: Your image, voice and jersey number are yours… until they’re not.

PROTECTION: We’re in a brave new world where AI, NIL and other abbreviations can have the ability to either add to or subtract from your future. We know how to help you secure the former.

PROBLEM: It can be lonely (and awkward) at the top.

PROBLEM: Financial mismanagement from professionals.