TSG Wealth Management provides specialized wealth management for professional athletes, entertainers, and the professionals who support them, guiding you through every phase of a career built in the spotlight.
Built for careers unlike any other
The TSG Sports and Entertainment Team is committed to helping advise and deliver solutions that meet the needs of professionals across sports and entertainment.
Sports
Professional athletes, coaches, and owners across all major sports.
Screen & Stage
Actors, directors, writers, and producers for film, television, and theater.
Music
Musicians, songwriters, and producers in all music genres.
Watch · TSG Sports & Entertainment
You strive to be at the top of your field
TSG Sports and Entertainment oversees many aspects of our clients' financial lives, guiding professionals through each phase of their careers. We are intimately familiar with the need for education, teamwork, and execution.
Your dedication may not always leave you the time to consider the intricate details of wealth management or how best to maintain your wealth throughout your life and for generations to come. That is where TSG comes in. Our Entertainment and Athlete Wealth Management program helps provide investment planning for athletes and entertainment professionals.
Start the ConversationEntertainment and Athlete Wealth Management — The 4 A's
At TSG Wealth Management, our program is built on four principles. We strive to…
- Appreciate that athletes, performers, creators, and directors have individual financial profiles and needs.
- Advise and ensure you understand the importance of a personalized financial strategy.
- Assemble our team and resources to create the individualized financial road map that works for you.
- Achieve your financial goals and preserve the longevity of your hard work with your investment plan.
Advice tuned to the rhythm of your career
We believe that the often-unpredictable nature of sports and entertainment careers requires a wealth advisor who knows not only entertainment and athlete wealth management, but the varying sports and entertainment industries as well. These professions can be distinctive due in part to their varying characteristics, revenue streams, and career lengths.
The TSG Sports and Entertainment Team is experienced in a variety of sports and entertainment fields. Our wealth advisors will work with you to help understand your complete financial picture and create a personalized financial strategy to tackle the challenges and subtleties of your career and investment plan.
Not fewer decisions, but a clear way to make them.
One team, focused on you
Continuity, responsiveness, and more than one person who knows your story. A team you know by name, backed by the full depth, resources, and reach of the TSG Wealth Management platform.
Brock Wilson
President, Sports & Entertainment
Joshua Turley, CFP®, CFA®
Managing Director
Allen Schreiber, MBA
Partner
Justin Breece, JD, CDFA®, CEPA®
Managing Director
Mark Correa
Managing Director
Daniel Fillinger, CFP®
Managing Director
Tim Healy
Managing Director
Jodie Umehira
First Vice President
Tyler Chernack, CDFA®
Vice President
Fenja Keller
Vice President
Blake Rivera
Vice PresidentThe use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. Wells Fargo Advisors Financial Network and TSG Wealth Management are not legal or tax advisors.
Frequently asked questions
The questions athletes, entertainers, and the people who support them ask us most.
Careers in sports and entertainment are distinctive because of their varying characteristics, revenue streams, and career lengths. Income can be irregular and career windows can be short, which makes it important to plan early and build a strategy that helps your wealth last throughout your life and for generations to come.
The unpredictability of sports and entertainment careers calls for a wealth advisor who understands not just wealth management, but the specific industries themselves, their revenue streams, and their career arcs. The TSG Sports and Entertainment Team is experienced across a variety of sports and entertainment fields and builds a personalized strategy around the subtleties of your career.
TSG's Entertainment and Athlete Wealth Management program is built around four principles, the 4 A's: Appreciate that each athlete, performer, creator, and director has individual financial profiles and needs; Advise so you understand the importance of a personalized financial strategy; Assemble the team and resources to create your individualized road map; and Achieve your goals while preserving the longevity of your hard work with your investment plan.
Yes. Teamwork and execution are central to how the TSG Sports and Entertainment Team works, assembling the right people and resources around your goals, including coordinating with the other professionals in your life. On the tax side, TSG works alongside your existing CPA or tax advisor, and dedicated tax services are available through TSG Tax Management, a separate entity not affiliated with Wells Fargo or Wells Fargo Advisors Financial Network.
The team serves professional athletes, coaches, and owners across all major sports; actors, directors, writers, and producers in film, television, and theater; and musicians, songwriters, and producers in all music genres.
Sports and entertainment income can involve added tax complexity, from multi-state earnings to endorsement and image-rights income. TSG helps coordinate your overall strategy with these realities in mind, working alongside your existing CPA or tax advisor, with dedicated tax services available through TSG Tax Management. TSG is not a legal or tax advisor.
Our team is ready to help
Let's get the conversation started. Tell us a little about what you're looking for and we'll be in touch.
Build a strategy as unique as your career
If you're ready for a team that knows you personally and helps you coordinate the moving pieces of your financial life, we'd welcome the conversation.