YOU DESERVE A FINANCIAL ADVISOR WHO HAS WALKED IN YOUR SHOES.
Financial advisors for
pro-athletes & high-growth
entrepreneurs.
YOU DESERVE A FINANCIAL ADVISOR WHO HAS WALKED IN YOUR SHOES.
Financial
pro-athletes
entrepreneurs.
& high-growth
advisors for
As Seen On
As
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As
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Build lasting wealth with Moment.
Reduce
your taxes.
-
Invest
smarter.
-
Protect
your wealth.
-
Remove
financial stress.
-
Create financial
flexibility.
-
Plan for
the longterm.
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Make the most of your wealth with a financial team that understands your world.
Sudden wealth is the moment an athlete signs their first major contract. It's the moment an entrepreneur finally gets traction on their big idea.
It's a life-changing moment that often only comes around once. You deserve a financial advisor that will be by your side with the knowledge and expertise to ensure you make the most of it.
Our years walking in your shoes have given us the experience and perspective to provide pro-athletes and entrepreneurs with financial management tailored to your unique needs. Get the most out of your wealth by surrounding yourself with a team that has the background to create financial solutions and strategies that fit your world.
Maximize your wealth with Moment.
Custom wealth management solutions built to meet your unique needs.
Income
planning.
-
Tax
planning.
-
Risk
management.
-
Estate
planning.
-
Investment
management.
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Team
coordination.
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Is Moment Private Wealth
right for you?
Whether you’ve just been drafted, or your business is hitting its stride, you’ve hit that moment in your life where everything has changed.
Professional Athletes
Whether you're about to sign your first big contract or you're at the top of your game, we know what it's like to be in your shoes. And we know the kind of financial advice and support you need to protect your money, grow your wealth and have peace-of-mind.
High-Growth Entrepreneurs
The long hours have payed off. You are realizing your vision and generating strong cash flow or exiting with a substantial payday. You want a financial team you can count on to make the most of your money, protect what you've built and get the day-to-day management off your plate.
Pro Athlete
Mark and his family wanted to hire a financial team that had the experience they lacked. Knowing they had one chance to “do this right” we helped them make the right moves.
Entrepreneur
Ben was ready to take the chips off the table. He had spent his life building his company. He knew he only had one chance to sell his business and we helped him make the most of it.
Pro Athlete
Bryce was an elite athlete at the top of his game. The years of work led to the opportunity to sign an eight-figure free-agent deal. We were there to ensure he made the most of it.
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Entrepreneur
10 years into her business, Laura had gone from barely making payroll to earning seven figures of income. We helped her maximize each element of her financial success.