Financial Advice For Every Stage of Your CareerWe guide you in navigating the complexities of your wealth so that you can remain focused on your career, passions and loved ones. SCHEDULE YOUR APPOINTMENT
FINANCIAL ADVICE FOR EVERY STAGE OF YOUR CAREERWe guide you in navigating the complexities of your wealth so that you can remain focused on your career, passions and loved ones. Schedule Your Appointment
Athlete Wealth Management
is a Family Office serving as your committed teammate and trusted Chief Financial Officer in the unwavering pursuit of accomplishing your goals and dreams.
As an athlete, you face unique challenges that affect how you and your family approach life, your career, and outside ventures which require specialized expertise.
EXPERIENCE WHERE IT COUNTS
Combined Years of CFP® Experience
Years of Athlete Client Services
Athlete Tax Returns Prepared
Former Professional Athletes
EXPERTS HELPING YOU MAKE THE RIGHT DECISIONS
WITH YOUR MONEY, ONE GOAL AT A TIME.
As you know, tax reform is being hotly debated in Congress right now. Both the House and Senate have passed versions of a tax bill and efforts to reconcile them are underway. There are provisions that have a dramatic effect on professional athletes and require...
The most common financial mistake we see players make is not taking advantage of all the tax savings strategies available to them. This results in you paying more taxes than necessary and missing out on years of future growth on the tax savings amount. As you know,...
It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as...
WHAT IS THE VANGUARD 401(K) INVESTMENT PLAN? The Investment Plan, also known as a 401(k), allows you to: Accumulate a significant amount of cash you can use to help provide financial security during retirement. Get an immediate tax break, because contributions come...
Insurance Programs to Protect Future Earnings Do amateur athletes have disability insurance options to protect their potential future earnings as a professional athlete? What if the player suffers an injury/illness that is not career ending but significantly...
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