Professional Athletes 

One All-Star Team For all Your Financial Needs

Collectively having well over 60 years of wealth management experience under our belts, we have seen it all.

From pre-draft to early career and on to post career planning, we have the experience to understand your lifestyle needs and unique challenges as a professional athlete.
Using our 5-step Pro’s Wealth Process, we can help you plan in anticipation of changes as you progress through the different stages of your life.

Pro’s Wealth Process

1. Needs Discovery

2. Setting Expectations

3. Financial Plan Creation

4. Execution

5. Continued Review

Unmatched Offerings and Capabilities


Cash Flow Management


Highly Competitive Management Fees


Tax Minimization Management


Cross-border Financial Planning & Asset Management (U.S. & Canada)


Exclusive Access to industry leading professionals (Immigration law, business law, tax planning, banking/loans, real estate, etc.)

Together, we can create and implement a plan that ensures you can enjoy your hard work while you’re still in the game and beyond.

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Get the answers you need to make sure you're money is working as hard as you do.

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Whether you'd like more information about our process, fees, advice on a particular case, or to schedule an introductory meeting, we are to help.

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