Who We Serve

At Wolfpack Wealth Management, we excel in delivering custom-tailored and easily accessible Wealth Management solutions to diverse clients, from a CERTIFIED FINANCIAL PLANNER® professional and a Sports & Entertainment Accredited Wealth Management Advisor™ designee financial advisor. Our areas of expertise include professional athletes, student-athletes, entertainers, educators, married couples, young professionals, and small business owners.

If you don't fit into these categories, we're still happy to help. We believe financial advice should be accessible to everyone, regardless of net worth or income.

We Work With A Diverse Clientele

Professional Athletes

A CFP® professional for athletes helps protect your wealth, manage taxes, and build a lasting financial legacy—so your success lasts beyond your career.

Student-Athletes

As a student-athlete, your future is more than sports. A CFP® professional helps you manage NIL income, navigate taxes, and build lasting wealth.

Entertainers

Your talent earns you success—make it last. A CFP® professional helps entertainers manage wealth, minimize taxes, and create long-term financial security.

Educators & Teachers

As an educator, you shape futures—now shape your own. A CFP® professional helps teachers manage retirement, optimize benefits, and build lasting wealth.

Married Couples

Build a strong financial future together. A CFP® professional helps married couples manage wealth, plan for retirement, and navigate taxes with confidence.

Young Professionals

Start strong and plan ahead. A CFP® professional helps young professionals grow wealth, manage taxes, and build a secure financial future with confidence.

Small Business Owners

Your business is your passion—secure your financial future too. A CFP® professional helps small business owners manage cash flow, taxes, and retirement planning