Financial Advice For Every Stage of Your Career

We 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 CAREER

We 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.

Tax Planning

Cash Management

Investment Management

Risk Management

Estate Planning

Financial Planning

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.

AWM Newsletter


MLB Signing Bonus: Pay The Least Amount of Tax

Are you familiar with how an MLB signing bonus is paid out? Historically, teams have split the gross amount into two equal payments over two years. The most costly mistake? Believing this is non-negotiable. To add to the complexity, the recent tax changes completely...

Establishing Residency For Professional Athletes

Professional athlete residency is one of the hottest topics discussed among professional athletes. It is also one of the most misunderstood. A change in residency, when done correctly and for the right reasons, may result in significantly lower taxes. However, if done...

How The New Tax Reform Effects Your Signing Bonus

At the end of 2017 President Donald Trump approved “The Tax Cuts and Jobs Act of 2017 (TCJA)” which went into effect this year. There are new provisions that have a dramatic effect on your MLB Signing Bonus and now require more proactive planning than ever before. The...

Everything You Need To Know About the Proposed Tax Reform

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...

2017 Year-end Tax Savings Plan

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,...

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