Two different paths. One shared mission. 

Malique spent seven years advising high-net-worth clients at a Fortune 100 firm after playing Division 1 football at Fresno State and working in the NBA. Derron played in the NFL and did what most athletes don't. He protected his wealth while building it, investing in real estate and businesses that allowed him to transition with confidence. We partnered because entrepreneurs and athletes deserve advisors who've walked their path.

Financial planning built for the reality of professional sports.

Your career window is short. Your earning potential is high. And the pressure to make the right decisions with your money is overwhelming.

Most financial advisors don't understand what it's like to be you. We do.

The athlete's financial reality

Income concentration

You'll make more money in 3-10 years than most people earn in a lifetime. That's an opportunity but also a risk if you don't plan correctly.

Career uncertainty

Injuries happen. Contracts end. Performance matters. You need a plan that works whether you play 3 years or 15.

Pressure to provide

Family. Friends. Agents. Trainers. Everyone has an opinion on what you should do with your money. We help you separate good advice from noise.

Post-career transition

What comes next? Whether it's entrepreneurship, broadcasting, coaching, or something else entirely, we help you build a plan that extends far beyond your playing days.

How we help athletes

The WIN framework for athletes

W - Wealth Infrastructure

Build the foundation while you're earning.

  • Contract review and cash flow planning
  • Emergency fund for career transitions
  • Insurance strategy (disability, life, umbrella)
  • Estate planning for you and your family
  • Entity structuring for endorsements and businesses

I - Investment Management

Turn contracts into generational wealth.

  • Tax-efficient investment strategy
  • Public market diversification
  • Private investment due diligence
  • Real estate investment analysis
  • Tax coordination with your CPA

N - Navigate

Prepare for life after sports.

  • Post-career income planning
  • Business ownership and transition strategy
  • Personal brand development and monetization
  • Family office structure for long-term wealth
  • Legacy and charitable giving strategy

What Makes Us Different for Athletes

We've lived it

With experience as a professional athlete, Derron knows what it's like to get the contract, feel the pressure, and wonder what comes next. That perspective shapes everything we do.

We vet deals and opportunities

When someone pitches you a "can't-miss" investment, we help you evaluate it. We have a network of attorneys and CPAs who provide due diligence before you write a check.

We plan for two realities

Best case: you have a long career and build generational wealth. Worst case: your career ends sooner than expected, but you've saved enough to set yourself up for the next chapter. We plan for both.

We're not starstruck

You're not a celebrity to us. You're a client. We're not here to take pictures or get autographs. We're here to help you build wealth.

Common Mistakes We Help Athletes Avoid

Underestimating taxes

Your agent tells you the contract number. You forget about taxes. We make sure you know what you're actually taking home and help you minimize what goes to the IRS.

Lifestyle inflation

Bigger house. Nicer cars. More expenses. We help you enjoy your success without putting your future at risk.

Bad investments

Restaurants. Nightclubs. Private businesses with "friends." We've seen it all. We help you say no to bad deals and yes to smart opportunities.

No plan for post-career

Most athletes don't think about life after sports until it's too late. We help you plan for the transition while you're still playing.

Our process for athletes

Phase 1: Introduction

(30 minutes) We share our stories. You share yours. We see if we're a good fit.

Phase 2: Discovery

(60-90 minutes) We review your contracts, income, expenses, investments, insurance, and goals.

Phase 3: Strategy + Design

We build your custom WIN Framework plan and present it.

Phase 4: Execution

(Ongoing) We implement the plan and meet quarterly to adjust as your career and life evolve.

Who we work with

We work with athletes who:

  • Understand that their playing career is temporary
  • Are serious about building wealth that lasts beyond sports
  • Value honest advice over being told what they want to hear
  • Are willing to make smart decisions even when they're difficult
  • Want to transition into entrepreneurship or other ventures

If that's you, let's talk.

Ready to Get Started?

The first step is a 30-minute introduction call. No pressure. No pitch. Just an honest conversation about where you are and where you want to go.

Schedule Your Intro Meeting