Let’s talk legacy

Athletes and entertainers, now’s the time to make your mark

Incredible financial opportunities come your way. Who can you trust to help you make the right decisions for you, your career and your legacy?

We have the expertise to help you avoid common missteps, so you can pursue what matters most today, tomorrow and for generations to come.

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Together, we can build your legacy.

Go for the win

Learn the fundamentals for developing a wealth strategy.

Top 10 money lessons

Valuable financial tips for every athlete or entertainer.

Real talk

Questions you should be asking your financial advisor.

A game plan for your goals

Our approach starts with questions and a conversation. Then, we develop a financial plan with three key strategies to help you maintain your lifestyle, prepare for the future, and leave a legacy that matters and can change the world.

Star power, staying power

How you manage your wealth has far-reaching effects. In our special white paper, eight athletes and entertainers share their stories. Some were unprepared for the responsibilities that come with wealth. Others developed a steadfast plan from the start. All eventually went on to great financial success. The common thread? Find the right advisor, get involved and stay involved. Take a look. The lessons these athletes and entertainers learned could be helpful as you navigate your own journey with money.

Michelle Williams

The Destiny's Child performer talks record contracts and women's empowerment.

Osi Umenyiora

Former pro defensive end teaches family and friends how to be responsible with money.

Sage Rosenfels

Former pro quarterback says it's never too early to think about post-career opportunities.


Renowned rapper on overnight success and embracing your entrepreneurial side.

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Together, we can build your legacy.