Changing the Game

Private Client Services that are changing the way financial advice is delivered to athletes and entertainers.


Professional Athletes, Coaches & Owners

Musicians, Songwriters & Producers

Actors, Directors, Writers & Producers

For most, it’s a game.

No matter what industry you’re a part of, you’re blessed with tremendous financial opportunities, but you also face unique and specific financial challenges.

These careers in sports & entertainment can be immensely profitable, but they can also be short-lived. You need to seize the opportunities you have in present-day, and make smart decisions that will help you manage and enjoy your wealth throughout your lifetime.

How we help

We’ll help you clarify and prioritize your financial goals. We’ll quantify where you are now, define where you want to be and when. Then, based on our knowledge and experience, make recommendations to help you get there.

Tailored to your needs

Whether you’re starting your professional career or are seasoned veteran, we believe managing wealth is about more than just investing money. Our goal is to create financial plans that build a solid foundation so you can  pursue your dreams while building and preserving your legacy.

What makes us different

More than investing capital, we value building personal relationships with our players and families. We understand the focus and excitement that plays into the professional world of sports and entertainment and seek to take some of the complexity and strain off when it comes to your financial future.


Matthew Craig
Wealth Advisor
Practice Director – Private Client Services

Office: 972.284.5498

Josh Hampton, CFP®
Wealth Advisor
NFLPA Registered Financial Advisor

Office: 972.284.5495

Scott Proctor
Wealth Advisor

Office: 772.283.2356

You deserve a financial advisor who knows the industry and how your money flows from your work to your wallet.

We focus on the development and implementation of customized financial strategies to help you meet your short and long term goals by taking into consideration career time horizon, liquidity requirements, tax efficiency, and planning for the unpredictable. 


Advisor Scott Proctor
to focus on MLB

December 11th, 2019 | Press Release
Scott Proctor, Former LA Dodgers player and current LFAS Wealth Advisor,
to begin supporting Level Four Sports & Entertainment.

NFLPA Registered Player
Financial Advisor

June 4th, 2019 | Press Release
LFSE Taps Wealth Advisor Josh Hampton CFP®,
an NFLPA Registered Player Financial Advisor.