Registered Investment Advisor Fiduciary Standard of Care Custodied at Charles Schwab 675 3rd Ave, Suite 920 ยท New York, NY
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Who We Serve 09 / 10

For careers that compress decades of earnings into a few years.

Professional athletes, entertainers, and creative professionals face a financial planning problem that is structurally different from most: a career that may produce most of a lifetime's earnings within a window of five to fifteen years, often starting in early adulthood, with significant volatility in year-to-year income. The planning has to start early and account for the fact that the earning years end.

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What we focus on

The work, specifically.

  • Cash flow management during high-earning years, including reserves for off-season and post-career periods
  • Multi-state tax planning for athletes and performers with income across jurisdictions
  • Investment strategy for accelerated retirement timelines
  • Career transition planning, including the financial side of post-career business ventures
  • Coordination with agents, business managers, and tax advisors who are already part of your team

How we work with you

The relationship.

We do not replace the team you already have. We work alongside agents, business managers, attorneys, and CPAs to make sure the long-term financial plan is intact and that you have someone whose only job is to think about your money over the next forty years, not the next contract cycle.

Next step

Schedule a conversation. The most useful timing is early in a career, before income peaks, but we are happy to talk at any stage.

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