Focus on your strengths. We’ll help you maximize your financial potential.
As a professional athlete or entertainer, you have opportunities most never will – and unique challenges that come with your success. That’s why you need a team than not only understands you and your goals but has the experience in managing the complexities that comes with your unique circumstances. The SKS Group helps build custom solutions to address your needs and can access a network of experienced professionals across multiple financial disciplines to provide specialized guidance, when needed.
Advice and Planning
Wealth planning addresses your goals around preserving wealth, building assets, and leaving a lasting legacy. Our professionals also can help address maximizing your professional career and preparing for what comes next. Let’s have a conversation. Email us.
Portfolio Management
We offer extensive investments across a range of investment sectors including proprietary equity portfolios, outside managers, fixed income strategies, cash management, and other non-traditional investments. We can tailor an investment plan to your unique needs and help you reach your goals. Let’s have a conversation. Email us.
Risk Management & Insurance Services1
Whether its life, disability, long term care, our team can create and implement tailored insurance strategies to help meet your risk management needs. Let’s have a conversation. Email us.
Strategic Lending*
With access to Wells Fargo Private Bank, we can help introduce you to banking and lending specialists and provide guidance on leveraging specialty financing, custom credit, and more. Let’s have a conversation. Email us.
Charitable Giving Strategies
Our team can help you make an impact and meet your philanthropic objectives. We can guide you in establishing your philanthropic vision, values, and mission statement and provide education on the various philanthropic vehicles. Let’s have a conversation. Email us.
1 Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
*Wells Fargo Private Bank (The Private Bank) Experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A., Member FDIC, provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. For Bank products and services, the Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Eligibility for The Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for The Private Bank experience.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
*Wells Fargo Private Bank (The Private Bank) Experience connects clients with products and services provided by Wells Fargo Bank, N.A. and/or Wells Fargo Advisors. Wells Fargo Bank, N.A., Member FDIC, provides investment management services as part of its trust and fiduciary services, deposit products, lending products and other bank products. Wells Fargo Advisors provides investment advisory and brokerage services. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. For Bank products and services, the Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. Eligibility for The Private Bank experience is subject to change without prior notice. Products and services may have qualification or pre-acceptance requirements that are different than the eligibility requirements for The Private Bank experience.
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.