SIMPLICITY IS THE ULTIMATE SOPHISTICATION

With our  Athlete Wealth Plan platform, you see what’s happening with all your accounts – checking, savings, investments, retirement – at any moment of the day.

SIMPLICITY IS THE ULTIMATE SOPHISTICATION

With our  Athlete Wealth Plan platform, you see what’s happening with all your accounts – checking, savings, investments, retirement – at any moment of the day.

 

Get Results You Won’t Achieve On Your Own

 

 

FINANCIAL PLANNING

Professional athletes typically get one shot at financial success. That’s why the AWM Group helps you take the guess work out of the process by using the AthleteWealthPlan – a proprietary process that incorporates a comprehensive approach to implementing, measuring, and monitoring a coordinated financial plan. The financial plan goes beyond simply tracking the values of investment accounts to include planning in the areas of tax, budget, insurance, and estate  management.

TAX MANAGEMENT

The taxation of professional athletes presents unique tax strategies and planning opportunities. Our service emphasizes proactive tax analysis, with tax planning being a year-round consideration, not simply at year-end. We go beyond matters of tax compliance and work with our clients on an ongoing basis to maximize tax saving opportunities while minimizing tax liabilities. Comprehensive and timely tax planning is the key to lower taxes.

CASH MANAGEMENT

It’s not a matter of what you make but about what you keep. Establishing and monitoring a budget is the key to a secure financial foundation. We do NOT tell you how to spend your money or create a rigid set of numbers you have to stick to, at AWM we believe in creating a flexible framework that helps ensure your money goes towards accomplishing your goals instead of disappearing.

 

INVESTMENT MANAGEMENT

Whether you are at the beginning of your career or well into your years of retirement our dedicated portfolio management team will help you build a portfolio that is tailored to your investment needs. This helps ensure that your portfolio remains appropriately structured at every stage of your life. We not only study the events that shape your life and goals, but also global trends and developments that shape the investment environment, drive our economy, and ultimately impact your portfolio’s performance.

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RISK MANAGEMENT

Every year we will provide a comprehensive review of all your insurance policies to help ensure your family and assets are protected. The world wants what you have and there are those who will use any means to get it. We are here to help shield and advise you against highly speculative investments, predatory scams, and any other asset-draining influences that come your way.

 

ESTATE PLANNING

You’ve worked hard your whole life to accomplish your goals and provide for your family. Unfortunately, much of your hard work can come undone if you fail to plan for life’s curveballs. Many people prefer not to focus on their own mortality while others simply do not believe that it is a necessity. In either case, not planning can be a huge mistake.  Fortunately, we will help put into place estate planning strategies that can help ensure that what you have spent a lifetime building and saving will be there to provide for generations to come.