“I pride myself as a Wealth Advisor to be a trusted advisor and the ‘first phone call’ when any questions arise regarding planning and investing for our athletes. Educating athletes and their families is one of the most rewarding areas for me. Providing knowledge from experience transcends any service that I can offer as a trusted advisor.”-Sterling Sullivan, VP, Sr. Wealth Advisor
Beyond the care we provide each of our individual clients, we recognize the added challenges faced by professional athletes who have amassed their fortune in the world of sports.
These relationships are founded in our strong commitment of promoting financial literacy to our athletes and their families. We believe that educating them on the importance of budgeting, holistic planning and prudent investing is a critical step toward lasting financial success.
Our dedicated team helps convert career earnings into a comprehensive financial and investment plan, specifically tailored to reflect the athlete’s personal values and goals. We collaborate with trusted advisors, including legal and tax professionals, to focus on long-term security for the athlete and their family.