We are here to preserve, protect, and grow your wealth
Our growth philosophy is comprehensive, inclusive, and highly personalized
ProAthlete is a boutique wealth management firm that specializes in guiding its diverse roster of athletes, high net worth individuals, and entertainers to financial security and generational wealth.
We strive to help you understand your financial prospects, identify short and long-term goals, and formulate a tailored plan to help you maximize life-long wealth. As an independent Registered Investment Advisor (RIA), we're able to access a broad array of growth opportunities on your behalf, without the limitations of typical banking and investment firms. We employ diversified strategies among various asset classes, geographic regions, and investment styles with the goal of managing risk while keeping the focus on maintaining your expected after-tax returns.
Our fiduciary responsibility to you is our top priority and a guiding principle for our firm.
Our approach is time-tested and tailored to you
STRATEGIZE
Our goal is to analyze your financial standing, alongside future prospects and expenses, to align on key short and long-term goals, as well as the strategies and solutions to set you and your family up for sustainable success.
EDUCATE
We believe financial education is central to putting you and your family in a position to succeed long-term. We'll aim to not just explain what we're working towards, but why and how it works; helping you take ownership of your portfolio, while developing your own skills to recognize potential opportunities.
EXECUTE
Day in and day out, your team at ProAthlete works diligently with the goal of generating cash flow and maximizing the overall return of your investment portfolio using tax advantaged solutions, while taking your personal goals, risk tolerance, and time horizon into consideration.
ADAPT
Regular face-to-face meetings and reviews are an essential part of our wealth management philosophy. As market forces evolve and new opportunities emerge, we remain agile and are always prepared to adjust strategies proactively, rather than reactively.
