Pro Athletes & Wealth

Professional athletes typically get one shot at financial success. That’s why the NWP Investment Advisory Team can help you take the guess work out of the process by using an established Athlete Wealth Plan – a proprietary process that incorporates a comprehensive approach to implementing, measuring, and monitoring a coordinated financial plan. The financial plan goes beyond simply tracking the values of investment accounts to include planning in the areas of tax, budget, insurance, and estate management.

Our Services for Professional Athletes Include the Following:

  • Career & Financial Management Service
  • Private Banking
  • Budget Forecasting & Implementation
  • Credit & Risk Management Services
  • Mortgage & Real Estate Service
  • Large Purchase Consulting
  • Life & Business Coaching
  • Property & Family Office Services
  • Personal & Business Financial Planning
  • Investment Management Consultation
  • Integrated Insurance Product Offerings
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning
  • Business Evaluation & Private Equity Investment Consultation
  • U.S. & Global Financial Management Expertise
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