We specialize in wealth planning for professional athletes, business owners, and their families. Your income, career, and responsibilities are different. Your financial plan should reflect that.
Select the option that best describes you to see how we can help.
COMMON GROUND
Earnings can arrive unevenly, which makes planning for steady needs more important.
So much of what you have depends on one pursuit that has asked a great deal of you.
The people who depend on you deserve a plan that holds up.
PROFESSIONAL ATHLETES
You peak early, earn fast, and are expected to know what to do with it. Most advisors treat that as a portfolio question. It is really a timeline question: how does a few peak years fund the next fifty?
Jamelle spent over a decade playing professional basketball across four continents.
He has seen what happens when the paycheck stops. It is why this firm exists. Read the founders’ story
Contracts end, injuries happen, and the highest-earning years are rarely the longest. We plan backward from the day the paychecks stop, so lifestyle and obligations are matched to what the wealth can truly support.
Signing bonuses, seasonal pay, overseas contracts, and endorsements arrive in lumps, often across jurisdictions. We build structure that smooths the lumps into dependable cash flow.
The transition is financial and personal. We help you plan the next chapter, whether that is a business, a new career, or rest, before you need to decide under pressure.
Parents, partners, children, and often extended family look to you. We coordinate investments, insurance, and estate planning so your family is protected and the expectations are clear.
BUSINESS OWNERS
You built something valuable, and most of your net worth sits inside it. We help you see the company and the family as one balance sheet.
Company finances and household finances rarely get planned together. We connect them so decisions in one do not quietly create problems in the other.
When one asset drives most of your wealth, a bad year can reach everything. We look for ways to build resilience outside the business.
Whether you sell, hand it to family, or step back over time, the best outcomes come from planning years ahead of the event, not months.
Ownership interests, titling, insurance, and documents must agree with one another. We coordinate with your attorney and tax professionals so they do.