SERVICES FOR ATHLETES AND ENTREPRENEURS

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 let him transition with confidence. We partnered because entrepreneurs and athletes deserve advisors who've walked their path.

Financial planning built for outsized income and a short window.

Your window — a playing career, a business's growth phase — is short. Your earning potential is high. And the pressure to make the right decisions with your money is overwhelming.

Most financial advisors serve retirees with predictable income

Your financial reality

For Entrepreneurs

• Income volatility - Some years you're crushing it. Other years you're reinvesting everything back into the business. We plan for both.
• Tax complexity - Between business income, capital gains, quarterly estimates, and entity structuring, your tax situation is anything but simple. We partner with your CPA to minimize what you owe.
• Business concentration risk - Most of your net worth is tied up in your business. That's normal but it's also risky. We help you diversify while you're building.
• Exit planning - Whether you're planning to sell in 3 years or 20, we help you structure your business and finances to maximize your outcome when the time comes.

For Athletes

• 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 - 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

The WIN framework

What Makes Us Different

We coordinate your financial team. We don't work in a silo. We partner with your CPA, attorney, and other advisors to make sure everyone is aligned and working toward the same goals.

We're selective. We don't work with everyone. We work with people who think long-term, value genuine relationships, and are willing to make smart decisions even when they're difficult.

For Entrepreneurs

We understand your world. Malique spent years working with entrepreneurs and high earners. He understands the complexity, the pressure, and the opportunity.

We help you exit strategically. Most entrepreneurs don't think about their exit until it's too late. We help you structure your business, minimize taxes, and maximize your outcome when you're ready to sell.

For Athletes

We've lived it. 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 — with a network of attorneys and CPAs who provide due diligence before you write a check.

We plan for two realities. Best case: a long career/run and generational wealth. Worst case: it ends sooner than expected, but you've saved enough to set up the next chapter. We plan for both.

We're not starstruck. You're not a celebrity to us. You're a client. We're here to help you build wealth, not take pictures.

Our Process