Wealth Planning
Financial Planning & Wealth Management
What it is
Comprehensive financial planning that adapts to the unpredictable nature of entertainment income. Build wealth that lasts.
Who it's for
Established artists, executives, and entertainment professionals looking to secure their financial future beyond their active careers.
What we do
Irregular income planning: smoothing strategies, reserve funds.
Investment portfolio design: diversified, risk-appropriate allocations.
Retirement planning: traditional and alternative strategies.
Insurance optimization: life, disability, errors & omissions.
Estate planning coordination: wills, trusts, succession planning.
Tax-efficient strategies: retirement accounts, charitable giving.
How we work
1
Financial discovery
comprehensive review of assets, goals, risk tolerance.
2
Strategy development
custom financial plan with specific recommendations.
3
Implementation
execute investment strategy, set up accounts and systems.
4
Ongoing management
regular reviews, rebalancing, strategy adjustments.
Deliverables
1
Comprehensive financial plan2
Investment policy statement3
Quarterly portfolio reviews4
Annual strategy updatesTools & Technology
Institutional-grade investment platforms, financial planning software, and secure client portals.