For Athletes Who
Play the Long Game
You’ve built your career on discipline, strategy, and teamwork. In season and out, you’ve done what it takes to compete at the highest level. But here’s what most athletes learn too late: your playing career will end decades before you’re ready to stop earning.
We work differently. Our independence from traditional Wall Street firms means we can focus entirely on what matters most, building strategies that turn your peak earning years into lasting financial stability. No corporate mandates and no product quotas. We offer a genuine partnership focused on your success.
We’re proud to serve professional athletes across Pennsylvania and beyond.
Why Athletes Need a
Different Approach
Traditional financial advisors build plans around 40-year careers with predictable income growth. That doesn’t work for you, and we know it.
You need advisors who’ve seen this before and understand your timeline, pressures, and the choices you’re making right now. We’re here to help you win.
Compressed Earning Windows – Your peak income ends in your 30s, not your 60s.
Multi-state Tax Complexity – Jock taxes, cross-border obligations, and compliance nightmares.
Lifestyle Decisions Under Pressure – Homes, cars, family support, and everyone asking for help.
Career-ending Risk – One injury can change everything overnight.
Life After the Game – Planning for your next chapter when game day is no longer the answer.
Who We Work With
We work with professional athletes—especially hockey players—across the NHL, AHL, and international leagues.
Our clients include:
- Rookies navigating their first professional contracts.
- Veterans in their prime earning years.
- Retired players transitioning to their next chapter.
- Families of athletes who need guidance after career changes.
Our Professional Athelete Operations Lead, Chayse Primeau, focuses on the unique challenges hockey players face. Chayse understands your world because he’s part of it. That perspective shapes how we serve you.
If you’re ready to work with advisors who understand your timeline and your pressure, let’s talk.
How We Work with Athletes
Investment Management
Building Income That Outlasts Your Playing Career
Our focus is simple: build steady income and preserve what you’ve earned. We use:
- Investments that pay dividends and create regular cash flow
- Smart risk management to limit big losses
- Tax-efficient strategies that help you keep more of your returns
- Long-term growth that keeps working for you, even after the final game
Every recommendation we make is based on what’s right for your situation.
Tax Strategy
Navigating Complex Taxes So You Keep More of What You Earn
Playing in multiple states and countries means dealing with complex tax rules. Our athlete-focused CPAs coordinate everything, so you stay compliant and keep more of what you earn.
We help you:
- Plan ahead so tax season never catches you off guard
- Handle “jock taxes” in every state and country you play
- Coordinate with local tax laws to avoid double-taxation
- Organize income from contracts, bonuses, endorsements, and appearances
Insurance Strategies
Protecting Your Most Valuable Asset: Your Ability to Earn
Through our network of insurance specialists, we help you secure:
- Disability coverage that replaces your income if injury ends your career
- Life insurance that protects your family’s financial future
- Liability protection that shields your assets from lawsuits
- Property coverage for homes, vehicles, and valuables
You’ve worked hard for what you have and we make sure it’s properly protected.
Financial Planning
Your Life Strategy, Not Just Your Money Strategy
We work together to answer the big questions:
- How much do you need to maintain your lifestyle after you stop playing?
- What does your family need if your career ends tomorrow?
- How can you enjoy your success now and still build for the future?
- What’s next after sports—and how do we fund that next chapter?
Your plan evolves as your career does. We adjust together, season after season.
Estate Planning
Protecting What You’ve Built and Who You Love
With our valued estate attorneys, we help you:
- Organize and title your assets the right way
- Protect your family financially if something unexpected happens
- Plan how to pass on wealth smoothly to the next generation
- Put your wishes in writing, so nothing’s left uncertain
This is about staying in control of your future.
Why Independence
Matters for Athletes
We make recommendations based entirely on what’s right for your situation.
That means:
- No conflicts of Interest – We act as fiduciaries, legally obligated to put your interests first.
- Vetted Network – Our CPAs, attorneys, and specialists are chosen based on quality, not referral agreements.
- Flexibility – Every athlete’s plan looks different because every athlete’s situation is different.
What matters most is this: every client relationship is built on teamwork and dedication, not transactions.
Common Questions from Professional Athletes
How do I make my money last beyond my playing career?
We help you turn today’s earnings into long-term independence, so you stay in control, on and off the field. Our conservative, income-focused approach builds steady cash flow and a plan that lasts well beyond your career.
How do I handle taxes when I’m playing in multiple states and countries?
We work with CPAs who specialize in athlete taxes. They handle the complex rules for every place you play, helping you keep more of what you earn.
What happens to my family financially if my career ends due to injury?
Our insurance team helps you secure coverage that replaces lost income and safeguards your future—so one injury doesn’t change everything.