Wealth Management for Professional Athletes

Asset Protection for Every Season in Life

Customized Strategies

Wealth planning and management for professional athletes.

Our financial advisors for athletes work with more than 100 professional athletes, so they understand the concerns you face, from how to maximize savings during peak earnings years to how to make sure you have enough insurance to replace income and other assets should you get hurt while playing and not be able to return to the sport. We also have a tax team that offers multi-state tax preparation and tax planning strategies to help you navigate complex tax situations.

We specialize in partnering with professional athletes on a plan that could include:

Salary and Savings Scenarios for Professional Athletes

Salary and Savings Scenarios: Strategies to help protect and grow earnings during top earning years and post-athletic career

Financial Planning for Professional Athletes

Financial Planning: Investment management and asset allocation recommendations

Portfolio Stress Testing for Professional Athletes

Portfolio Stress Testing: Review of scenarios for withdrawing wealth during retirement

Multi-State Tax Planning for Professional Athletes

Multi-state Tax Planning: Strategy for preparing and filing tax-advantaged returns in multiple states including projecting taxes owed.

Estate Planning Trust Services for Professional Athletes

Estate Planning and Trust Services: Estate and trust plan creation tailored to individual objectives, family dynamics and charitable wishes

Insurance Services for Professional Athletes

Insurance Services: Recommendations on personal insurance solutions including income replacement and disability coverage to help preserve your assets and your health while playing and post-career

In addition, we have dedicated wealth advisors who understand the nuances that come with playing different professional sports, including one who is an NFLPA Registered Player Financial Advisor.

MWA does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.

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