Kirk E. Loerwald, CFP®, MBA, AIF®
Partner, Athletes & Artists Leader
We Deliver for Athletes
Talent gets you here. The right team keeps you here. Our Athletes & Artists practice works with professional and collegiate athletes from the moment opportunity hits, giving you confidence in your money so it’s the last thing on your mind and you can focus on your game.
For most of our clients, this is wealth they’ve never seen before, often the first in their family to experience it. That’s exciting. It also comes with real risk. We’re the advisor in your corner every step of the way, helping you grow what you’ve earned and protect it.
Confidence, Not Complexity
You shouldn’t need a finance degree to understand your own money. We keep it clear and simple, handle the heavy lifting, and make sure you always know where you stand. The goal is peace of mind so your wealth plan isn’t something you worry about.
Protecting You and What You’ve Built
New wealth attracts attention, and not all of it is good. We provide threat assessments to spot risks early, from the people around you to how your money is positioned, so you stay protected on and off the field.
The Right People at Your Table
You understand most of all that your team is only as strong as the people in it. We connect you with trusted trainers, mentors, attorneys, and advisors who belong in your corner, and we coordinate it all so nothing slips through the cracks.
Your Documents, Handled
Contracts, NDAs, endorsement deals. We review, advise, and manage the paperwork so you understand what you’re signing before you sign it.
Experts Who Know This World
This is what we do. We understand the earning cycles, the short windows, and the pressures that come with your career, and we plan around the life you’re building, not just the years you’re playing.
Beyond Wealth Management
Exceptional service shouldn't stop with your financial plan. Our Private Client Concierge team helps coordinate the moving pieces of your financial life and the demands that come with a high-performance career. From lifestyle management and trusted resource coordination to connecting you with vetted professionals and managing important personal requests, we serve as your central point of contact, providing seamless coordination and personalized support.
