Athlete Wealth Management
Financial planning and investment management for college and professional athletes, guided by experienced sports financial advisors. We help position today’s opportunities toward long-term security while you focus on performance.
Meet the Perigon Athlete Wealth Management Team
As part of Perigon Wealth Management, we provide fee-only financial planning, investment management, and career-transition planning for athletes through our dedicated financial advisors for athletes. With your permission, we coordinate with agents, CPAs, and attorneys to support informed decisions and keep your plan organized.
Contact the Sports Advisory Team
Interested in a conversation about your planning needs?
Contact the Sports Advisory Team
Our Approach:
Clear, fee-only guidance centered on your goals as a professional or college athlete. We align cash flow, taxes, investments, and protection, and coordinate with your professional team and family so your financial decisions are organized and timely.
Our Experience:
We work with professional athletes and NIL financial planning clients across leagues. Our team is experienced with short career windows, signing bonuses, uneven income, residency considerations, and media agreements – all challenges where a sports wealth manager can add value. We provide planning designed to address these factors.
For Our Clients:
- NIL financial planning and disciplined cash flow management
- Contract and signing bonus planning with tax awareness for athletes
- Risk management; disability and loss‑of‑value coordination
- Athlete investment management designed for uneven income
- Foundations, philanthropy, and values‑aligned giving
- Real estate and major purchase planning
- College‑to‑pro and post‑career transitions
- Family support, bill‑pay oversight, and education
- Coordination with agents, CPAs, and attorneys (with permission)
Starting With Us
What You Can Expect
- A plan mapped to your contract cycle and playing season
- Timely communication with your designated inner circle
- Proactive tax planning ahead of key dates
- Investments aligned to your objectives and risk tolerance
- Transparent fees. No commissions.
Discovery:
Discuss goals, obligations, upcoming decisions, and who should be involved.
Plan Development:
Outline cash flow, taxes, investments, insurance, and legal coordination in a written plan.
Implementation:
Open accounts, automate key tasks, and set a season calendar with deadlines.
Ongoing Service:
Quarterly check‑ins and prompt responses around transactions and contract events.
Our Role
We help you make informed financial decisions throughout your athletic career and beyond retirement from sports. Decisions are yours; our job is to provide clear information and coordinated support.
Marc Specht, CFP®, AIF®, SE-AWMA®, RFC®
Partner | Head of Sports and Entertainment
Jeremy Paul, JD, CFP®, AIF®, CDFA™
President | Partner
Bryce Brown
Wealth Advisor | Partner
Nolan Cooney
Financial Planning Associate
Thomas W. Brown, CRPS
Partner, Wealth Advisor
Disclosures
Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended. For additional information, visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov and search Perigon’s CRD #131037.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
When an investment process considers environmental, social, and governance factors (“ESG”), the advisor may choose to avoid investments that might otherwise be considered or sell investments due to changes in ESG risk factors as part of the overall investment decision process. The use of environmental, social, and governance factors may impact investment exposure to issuers, industries, sectors, and countries, potentially resulting in higher or lower returns than a similar investment strategy without such screens.
This material is presented solely for informational purposes, and nothing herein constitutes investment, legal, accounting, or tax advice, or a recommendation or solicitation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. Investing entails risks, including possible loss of principal. This document should not be construed as a recommendation to purchase or sell any particular securities. Market conditions can vary widely over time and can result in a loss of portfolio value.
Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
