Just like the team on the field, you need a quarterback to manage your financial future. We provide comprehensive investment strategies using stocks, bonds, funds, and alternatives that align with your wealth goals.  

When planning for the future, it’s helpful to have a roadmap toward success. We can create that roadmap – your financial plan – and break down overall goals into actionable strategies. Your plan will be reviewed multiple times throughout the year and whenever your circumstances require.

Every athlete knows the value of knowledge. Game film, practice, and training sessions increase your understanding of the sport. We believe every client should receive a comprehensive financial education so they can understand how their investments will work for them.

Athlete compensation can sometimes be complex, with signing bonuses, guaranteed compensation, and performance bonuses. We can unpack your compensation package and clarify what you’ll be paid, when you’ll get, and what you need to do to get the highest possible compensation.

You have a unique opportunity to accrue major wealth in a very short period of time. It’s important to have someone in your corner who can not only celebrate your success, but also create a plan to convert a lump sum payment to a long-term vehicle for growth.

Athletes engaging in promotional deals can reap huge rewards. College athletes especially can ink deals to help support their burgeoning careers. When you receive compensation from these deals, we can invest your funds to help you reap the benefits from your personal brand.

Instead of the traditional 40 or 45 years of work, the majority of earnings from your athletic career will be paid over 5, 10, or 20 years. Some athletes choose to move into second careers, and some choose to retire. Whatever your decision, we can invest your earnings in a plan to generate income for a 40- or 50-year retirement.

Whether you want to start a foundation, contribute to existing causes, or leave assets to your loved ones, we can support your legacy through charitable giving, donor-advised funds, and estate planning services. We’ll partner with your accountant and attorney to ensue no detail is overlooked.

Depending on your sport, you may receive benefits from your league like health insurance, retirement plans, and other non-cash benefits. Or if you are a solo athlete, you might need to find many of these needs on your own. No matter your situation, we can advise on non-cash benefits, insurance policies, and more.

As a busy, public figure, you may encounter new financial opportunities more often than the average person. When you need a second opinion, we’ll be there as your “expert-on-demand”. Just give us a call and we will provide our advice on a wide variety of investment, finance and money-related topics.

With our primary office in Hawaii, we are well-versed in digital communication and electronic delivery of key documents. Whether you’re at home, on the road, or halfway across the world, we can meet you where you are at and provide all of our services virtually.

You know better than most that a team working together can accomplish great things. We are ready to be part of your personal team, and will readily collaborate with your agent, manager, accountant, attorney, and any other professionals that make up your crew.