Filming a movie.
All Solutions

Entertainment, Sports, and Media

The world is watching as you build a brand that re-shapes cultural conversations. With so many opportunities within reach, reliable guidance will simplify your financial life so you can focus on what you do best: living your dream.

For more than 30 years we have helped 800+ athletes, actors, producers, musicians, and other influencers to simplify their financial lives and build a lasting legacy.


Bespoke Financial Planning for Entertainers, Creators and Professional Athletes

Whether on the court, in the studio, or on the big screen, all eyes are on you as you build a career leveraging your unique talents. The convergence of digital technologies is revolutionizing the way content is being created, distributed, and monetized. You need to work hard to stay at the forefront, seizing opportunity to put your name in the lights … and avoid risks that could undo all your hard work.

As your financial world gets more complicated, we are here to break it all down so you can make the important decisions without getting bogged down in the details. With trusted guidance, we’ll help you build a financial foundation that provides opportunities now and long into the future.

Unified Approach to Your Financial World

Now is the time to maximize the impact of your success. Our holistic approach is designed to align all the elements of your financial life under a single plan. Working closely with you entire team of advisors, we coordinate and optimize efforts so we are all focused on achieving your goals.

Industry Leaders Ready to Serve You

As your organization grows you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

Your Goals are our Passion

Share your goals with us and we’ll help you achieve them.