Entertainers and Professional Athletes & Coaches

Professional athletes, coaches, and entertainers share unique experiences and needs that are shaped by their demanding careers, public visibility, and financial opportunities. High performance pressure, relationship dynamics, rigorous schedules, and potential short career spans summaries some of the experiences of this group of influential professionals. 

Our goal is to help professional athletes, coaches and entertainers manage their wealth, navigate career volatility, identify gaps and build long-term economic security by addressing the common financial pitfalls of sudden wealth and ensure that they continue to make sustainable financial decisions.

Joseph has earned the Sports & Entertainment Accredited Wealth Management (SE-AWMA™) designation that provides advisors with the specialized knowledge to help high-net-worth clients in sports and entertainment capitalize on opportunities to preserve, grow, and transfer their wealth.