Financial Services - N/A, N/A, US
Wealth Management services for athletes, retired athletes, coaches and front office executives.TRUST. TRANSPARENCY. EXPERTISE. ACCESSIBILITY. We are a boutique group built around one mission: to enrich the lives of our clients. With more than 25 years of professional athletic experience, Brian Carroll and William Hesmer, CFP® understand the unique needs, concerns and obstacles of life in professional sports. Combine that with our lineup of educated and credentialed staff, our team is unmatched when it comes to guiding athletes, coaches and front office executives towards successful financial futures.Working with professional athletes requires a comprehensive approach – looking at their entire financial picture, not just investments. Just as you would hire the very best surgeon to fix your injured knee, rely upon an experienced agent to negotiate your contract, and employ a specialized strength coach, we feel athletes should do the same when it comes to managing their wealth.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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