Wealth Management for Athletes & Entertainers
Who We Work With
Why Specialized Wealth Management Matters
How the Relationship Works
Digital Wealth Partners acts as a Registered Investment Advisor, providing financial planning and investment management.
Digital Ascension Group, the parent company, delivers multi-family office services such as bill pay, trust administration support, and lifestyle coordination.
This structure keeps advisory and operational functions separate while ensuring coordination between both teams.
Core Services
Goals-Based Planning and Investment Management
Each plan begins with an understanding of goals, liquidity needs, and career timelines. Portfolios are designed to reflect those priorities.
Our approach includes lifestyle and retirement modeling, custom portfolio design aligned to risk tolerance and time horizon, strategic asset allocation across stocks, bonds, alternatives, and digital assets (when appropriate), and ongoing monitoring and adjustments as your career evolves.
All investments carry risk, including the possible loss of principal. Diversification does not guarantee a profit or protect against loss. Digital assets can be volatile and may not be appropriate for all investors.
Private Investments and Alternative Strategies
Certain clients may qualify for private market opportunities aligned with their financial plan and risk profile.
We provide access to direct and co-investments with vetted sponsors, venture capital, real estate, private credit, and other alternatives, along with due diligence coordination and reporting support.
Private investments are illiquid, may be speculative, and involve the risk of total loss. They typically require accreditation and can include long lockups and limited transparency. Fees and access vary by sponsor and are not guaranteed.
Tax Coordination and Strategy
Complex income requires careful planning. We work with your CPA or tax team to align financial and tax strategies.
Our coordination covers multi-state and international income, compensation structuring for athletes and entertainers, charitable giving and legacy planning, and pre-transaction coordination with your tax professionals.
DWP does not provide tax or legal advice. Clients should consult qualified tax and legal professionals. Any potential tax outcomes depend on individual circumstances and may change.
Wealth Strategy and Estate Planning Support
Protecting family and legacy requires coordination between advisors and legal counsel. We collaborate with estate attorneys to align strategy and execution.
Services include legacy and multigenerational planning, trust and estate structures coordinated with counsel, pre-transaction guidance for liquidity events, and asset protection and creditor risk evaluation.
Legal outcomes are not guaranteed. Estate and asset protection strategies must be implemented and maintained with qualified legal counsel.
Risk Management
Earnings power is often a client’s greatest asset. We help evaluate protection strategies that align with financial goals.
Our risk management services include insurance review across life, disability, and liability, coordination with carriers and independent brokers, and guidance on privacy and reputational risk.
Insurance coverage depends on carrier underwriting and policy terms. Premiums and benefits vary by policy.