PROFESSIONAL ATHLETES
Signing a lucrative contract with a professional sports franchise is an important day in the life of any athlete: it’s the achievement of both personal and financial goals. But earning a big-money deal without the experience needed to protect it has caused many athletes - even some of the highest profile - to find themselves near the end of their career with nothing left.
From indebted friends and family with 'investment opportunities' to imprudent or unethical financial advisors and wealth managers, many opportunists view an athlete's combination of newfound wealth and financial inexperience as their own lottery ticket.
WealthGuard offers guidance to rookies and seasoned veterans alike without the conflict of interest so often tied to the financial advice they suddenly get after draft day. WealthGuard ensures the financially inexperienced athlete is not being overcharged by underperforming advisors, and provides the vigilance needed to safeguard their financial security from draft day to retirement and beyond.
WealthCheck
WealthCHECK™ is an intensive review, audit and analysis of your existing wealth management relationships and accounts, including intensive vetting of your advisor(s), fees, strategy and implementation, asset allocation and product selection. This ensures fees are minimized and account managers and activities are appropriate for your goals and objectives.
WealthMonitor
WealthMONITOR™ is ongoing, holistic oversight and monitoring of your wealth manager(s) and accounts they manage as a client advocate to ensure continued implementation of the appropriate selected strategy, asset allocation, implementation, product mix and fee basis.
WealthMatch
WealthMATCH™ is an expert, efficient process to identify an ideal advisor for each client. WealthMATCH™ focuses on identifying candidates who are best positioned to implement the client's specific goals at appropriate, transparent fees, while also maintaining the appropriate levels of ethical standards and deep knowledge of the investment solutions they offer.
Our Services at a Glance
- Advisor Assessment
- Advisor Search
- Forensic Portfolio Analysis
- Forensic Fee Analysis
- Portfolio Oversight
