SPORTS & ENTERTAINMENT PROFESSIONALS

Sports and entertainment professionals are more than just the most high-profile members of our client list — they’re also some of the most specialized. Having a solid financial consulting team is essential for talented professionals who want to build their wealth in a short space of time.

We spend a great deal of time and effort getting to know our sports and entertainment clients to find out how we can secure their financial future. Our financial consulting services include:

Tax planning to manage your complex tax profile
Investment management
Insurance management
Estate planning
Charitable foundation development
Long-term financial health planning

Everyone, from individuals to young professionals and entrepreneurs, needs a wealth management plan that works for them. At Surely Now, we view every client as an individual with their own goals and aspirations. It’s our job to help you meet those goals in any way we can.