PLAY GOOD. PLAN BETTER.

WHO IS CORE WEALTH BASEBALL

With a focus on serving athletes through personalized wealth-management and lifestyle guidance, we take a holistic approach that combines financial planning, investment strategy, career transition planning, and personal lifestyle support—delivered with a client-first mindset, clear purpose, and lifelong commitment.

WHAT WE DO

🡒 Financial Planning

Playing days come to an end. Long term planning is essential

We specialize in the unique timing, earning curve, and volatility of a baseball career to help ensure your money lasts well beyond
your playing days.

🡒 Trust + Estate Planning

Players often build wealth quickly, and without proper structure it can create tax, legacy, or family challenges. We design estate and trust strategies that protect your assets, minimize taxes, and ensure your wealth is passed on exactly as intended.

🡒 Wealth Management

Navigating taxes, cash flow, and lifestyle decisions is essential for lasting financial security. From preserving signing bonuses to crafting investment strategies and preparing for life beyond the field, we provide a sophisticated, sustainable wealth plan tailored to your unique goals.

🡒 Family Office

Not every player needs a full family office, but many grow into it as life gets more complex. We provide customized support, from bill pay and payroll to major purchases and insurance coordination, acting as your personal operations team so you can stay focused on baseball.

🡒 Asset Protection

The more you earn, the more you need to protect. We help safeguard
your wealth from lawsuits, and unexpected setbacks through smart insurance planning, proper asset titling, and ongoing risk reviews — protecting you and your family at every stage.

WHO WE DO IT FOR

With 26 years of experience, we’ve served as the financial advisory firm for more than 120 professional athletes across three major sports leagues.

120+

PLAYERS
ADVISED

120+

PLAYERS
ADVISED

120+

PLAYERS
ADVISED

120+

PLAYERS
ADVISED

120+

PLAYERS
ADVISED

120+

PLAYERS
ADVISED

FINANCIAL PLANNING CYCLE

TAX PLANNING, COMPLIANCE + ASSET PROTECTION

TRUST + LEGACY PLANNING

With a career as unique as yours, it’s essential to build a legacy that extends well beyond your time on the field. Trust and legacy planning allows you to structure your wealth with intention—protecting it from unnecessary risk, guiding how it’s used, and preserving it for the people and causes that matter most. Whether it’s supporting family, preparing for future generations, or shaping the long-term impact of your success, this planning ensures your wealth is aligned with your values. It’s the difference between having money and creating a legacy. 

WHY CORE IS DIFFERENT

🡒 Experience

Over 25 years serving professional baseball players. We know the game — and the financial realities that come with it.

🡒 Intentional Structure

Connection is a core part of the process. You’ll learn just as much from the group as from the content itself.

🡒 Intentional Structure

Led by experienced guides who know how to hold space, encourage participation, and keep things moving with purpose.

🡒 Intentional Structure

Our events prioritize comfort, safety, and respect—so you can show up as you are and fully engage in the process.