We’ve been there. Our team spent more than 30 years playing professional baseball, including 15 seasons in the Major Leagues. We rely on this experience to help athletes like yourself manage their financial lives and make their dreams a reality.
Athletes face a truly unique financial landscape, and we understand these challenges better than anyone else. We, too, have worried about the short-term nature of our income, the potential injuries, and the complicated retirement benefits that are unique to the sports industry. Let us put our experience to work for you, so we can work through these challenges together.
Our team offers clients years of experience playing the game and also helping those associated with the game manage their financial lives. Using this unique perspective, we work with you to develop a financial plan tailored exclusively to your needs. From the recent draft pick to the retired veteran big leaguer, our team is there to help guide you as your life changes. Our "planning first" approach allows us to work together with you creating a financial strategy that will help you reach your financial goals.
As an independent firm, we have the ability to pair the best ideas from our investment team with virtually any product or management company we choose. Our portfolios are built with an eye on both cost and tax efficiency, allowing you to potentially keep more of your hard-earned money.
We understand our client partnerships are based on trust. We value each relationship and pledge to work side by side with your advisors so we can help ensure that you are making the most out of your earning years. Our goal is to provide you the confidence that your professional team is efficiently working on your behalf helping your dreams become a reality.