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ABOUT

RSG Wealth has been established to assist elite professional athletes in managing their assets and with the goal of educating them to truly understand their financial outlook.  From their initial contract, all the way through life after the game, the team of established advisors, with over 300 years of combined experience, is there every step of the way, providing a luxury service second to none.  We pride ourselves in helping you understand your financial position, now and in the future, so you can enjoy and preserve the legacy you have created.

RSG Wealth is an affiliate of a sports agency that operates under the names Roy Sports Group and RSG Hockey. The sports agency provides relationship management services to athletes involved in professional hockey. RSG Wealth has been established to expand the relationship management services to include wealth and legacy planning.

Wealth and legacy planning involves gathering and organizing client information, assembling the appropriate team of investment management, tax planning, insurance and risk management, and estate planning professionals to develop a wealth and legacy plan for a client based on the information provided.

RSG Wealth reviews the initial plan with a client, works with the team to refine the plan based on feedback from the client, helps finalize the plan, coordinates the activities of the team and helps to implement the plan.

Services

Cash Management and Concierge Services

With contract values increasing every year, more cash brings more expenses and the need for a structured cash flow. In an already stressful career path, your day-to-day finances can add another unwanted stressor into the mix.

  • Organization of living and lifestyle expenses
  • Day to day banking and bill pay services and credit establishment
  • Consultation and implementation of major purchases – mortgages, vehicle, boats: cash vs financing analysis
  • Relocation assistance – shipping of property, renting vs buying
  • Insurance – home, auto, renters, jewelry

Investments

The foundation of wealth management is the ability to truly know and understand each of our clients. We pride ourselves on understanding our clients’ values and motivations to build an investment plan that protects their wealth long after they step off the ice.

  • Manage Portfolio Volatility – Provide peace of mind to help our clients make the right decisions.
  • Diversified Portfolio – A successful investment strategy will only happen if built with a sound wealth management plan. We seek opportunities across a full spectrum of asset classes.
  • Risk Management – As you navigate through your investment objectives, we carefully examine your risk tolerance.
  • Detailed Reporting – Up to the minute reporting to make sure your portfolio is structured to maximize returns while controlling risk.
  • Cash Flow Projections - Wealth is accumulated in a short period of time so it is important to see how your money works for you years after your playing career ends

Tax Management

Taxes can be complicated for many individuals but for professional athletes they are even more intricate. With the new tax laws in the U.S., now more than ever, athletes need to trust accounting experts to protect their wealth and make sure they file correctly.

  • Partners Specializing in U.S., Canadian and Foreign Tax Returns
  • Charitable Planning
  • NHLPA Pension and 401k Planning

Estate Planning

As you build your wealth, we help you secure the legal documents required to protect it. We work with you to make sure your most important family members are taken care of.

  • Power of Attorney
  • Prenuptial
  • Will

Insurance and Risk Management

As an athlete, your biggest asset is your body and health. Our worldwide partners make sure you have the necessary protection plan in place.

  • On and Off-ice 24-Hour Disability
  • Long Term disability
  • Life Insurance
  • Income Replacement
  • Property & Casualty
  • Umbrella Policies

After the Game

The end of your athletic career is just the beginning of your business career. A big part of securing your future is transitioning to a new career, whether it is as an entrepreneur, business operator, or professional. RSG Wealth offers career transition advice with effective networking that will help you and your family make a career move in a seamless fashion. In conjunction with your player union, and in tandem with your financial plan, we will begin the process of enhancing your brand and network while you are still a professional athlete.

ADVISOR TEAM

PORTFOLIO MANAGEMENT

WEALTH MANAGEMENT

  • Chris Moynes
    (Managing Director – ONE Sports & Entertainment)
  • Shannon Brown
    (Director Client Services – ONE Sports & Entertainment)
  • Rick Weiss
    (Senior Estate Planning Consultant – ONE Sports & Entertainment)
  • Grant Clitsome
    (Director Career Transitions, After The Game– ONE Sports & Entertainment)
  • Josh Pollard
    (Wealth Management Analyst – One Capital Management)

CONTACT US

sd 314-956-6420 |
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