Who We Are
Why We Are Different
Working With Us
Biblical World View
What We Do
Comprehensive Wealth Management
Partners in Philanthropy
Who We Serve
High Net Worth Families
Entrepreneurs / Business Owners
Medical and Dental Professionals
Foundations / Charities
Our focus is to create a lifetime of financial independence from a short-term peak earnings window.
Our customized professional athlete solutions are designed to work seamlessly with your Agent, CPA and Business Manager.
Our disciplined investment process focuses on managing downside risk to effectively preserve and grow your assets.
Average Professional Career Length: NFL 3.5, NBA 4.8, MLB 5.6, PGA 7.1
Our Customized Athlete Services generally include, but are not limited to: Comprehensive Financial Planning & Wealth Management, Investment Consulting, Income & Estate Tax Planning, Charitable Foundations, Insurance Analysis, Budgeting & Cash Flow Management and Automated Bill-Payment Services.