Working with Athletes. Assemble a great team.

Our story begins with you. You have reached the pinnacle of your profession. You have opportunities few have ever had and will experience things most never will. We understand that world you live in, and we have the resources, and the experience required to help you navigate through it.  

As athletes, you understand the power of having a strong team behind you, people who have supported you, encouraged you, and guided you along the way. Every successful athlete is surrounded by a great team of managers, agents, teammates, and assistants. Similarly, you need a positive and talented team of financial professionals, insurance professionals, accountants, and others who understand both the specialized needs of your industry and the challenges of working in it. Sudden wealth certainly is not limited to athletes, but because of the sheer size in dollars for contracts today and the relatively short span of professional careers, athletes often have the most to lose.

At Symboliq Wealth Management, we place an emphasis on educating our athlete clients while helping them understand how the decisions they make with their money today, will affect them in both the short and long term. We discuss budgeting, wealth planning, tax planning strategies, retirement, charitable giving strategies and charitable foundation setup. We explain in detail how restraint now with monies received, and sound financial planning over time, can have a huge and lasting impact later in life when their playing careers are over. As your trusted financial advisors, we want to be part of your team, helping you address your everyday challenges so that you can create the future you envision.