Sports and Entertainment
PLANNING FOR THE PROFESSIONAL ATHLETE
A different game.
“Wealth is the ability to fully experience life.”
— Henry David Thoreau
Meridian Wealth Management, LLC, understands the unique challenges and unique opportunities surrounding today’s professional athletes and entertainers. We offer comprehensive wealth management solutions catered specifically to your situation.
There is a critical need for sound financial planning and investment management to ensure that a professional athlete’s limited earnings window can adequately sustain his or her post-professional transition, and ultimately, retirement.
The financial management picture can become complicated for many of our clients. We have a team with the necessary experience to navigate you and your financial portfolio through these complexities. Our investment philosophy involves investment selection, not product sales. We serve as your personal CFO, dedicated to your financial well-being.
Our Services
A Fiduciary Advisor relationship — the client always comes first
A Comprehensive Financial Assessment, with ongoing reviews
Professional Investment and Portfolio Management
Unique cash-flow planning solutions for diverse income streams (in-season/off-season)
Sophisticated Tax, Charitable, and Estate planning
Business advisory and private placement evaluation
Insurance needs analysis and plan implementation
Lending solutions through Bank of New York Mellon
Review and utilization of collectively-bargained benefits
Wealth Well Managed,
Life Well Lived™
Our Process
“Remember this. Hold on to this. This is the only perfection there is, the perfection of helping others. This is the only thing we can do that has any lasting meaning. This is why we’re here.”
— Andre Agassi
OUR SPORTS & ENTERTAINMENT DIVISION TEAM
