What We Do
At 5thQtr Wealth, we help athletes, their families, and entrepreneurs take control of their money, protect what matters most, and create lasting wealth they can enjoy today and pass down tomorrow. Think of us as your personal wealth coach — guiding you through every financial season, especially the one most people forget to plan for the 5th quarter.
5thQtr Network &
Strategic Partnerships
When you become a client of 5thQtr Wealth, you gain more than just a financial strategy — you unlock access to our exclusive network of trusted professionals and industry experts.
Our carefully vetted
network includes:
Certified Public Accountants (CPAs) for tax strategy and plannin
Estate & Business Attorneys for contract review, wealth transfer, and legal protection
Real Estate Investors & Realtors for property acquisition, investment opportunities, and wealth-building through real estate
We believe wealth is built through the power of relationships. That’s why we surround our clients with a team of specialists dedicated to protecting your assets, increasing your cash flow, and helping you make smarter, well-connected financial decisions.
Wealth Growth &
Protection Strategies
We offer customized plans that allow your money to grow safely over time while protecting your lifestyle and family’s future. These strategies give you the ability to access funds while you’re living, cover unexpected life events, and leave a financial legacy for future generations
— all while helping you reduce your tax exposure.
Wealth Management & NIL Income Planning
We guide student-athletes and professionals in protecting their income, growing their money tax-smart, and preparing for life beyond sports. Our strategies help manage new earnings, minimize taxes, and
build long-term wealth that supports athletes during and after their playing careers.
Business & Entrepreneur Wealth Solutions
We design custom financial strategies for business owners and entrepreneurs that help them protect their businesses, grow their wealth, and increase their personal cash flow.
Our approach focuses on innovative tax strategies to help reduce your taxable income, improve liquidity, and position your money for long-term growth. We help you build additional retirement income streams outside traditional options and provide tailored exit strategies to secure the future value of your business. We also show you how to leverage financial tools as a source of capital for major life and business moves
build long-term wealth that supports athletes during and after their playing careers.
— all while helping you reduce your tax exposure.
Athlete Brand Development & Monetization
Your platform is powerful — we help you profit from it. Whether you’re a student-athlete navigating NIL deals or a pro looking to level up your personal brand, we provide the tools and coaching to turn your name, image, and story into income streams and future business opportunities.
This includes:
* Personal brand strategy sessions
* Social media monetization plans
* NIL deal education & income protection strategies
* Content creation guidance and image coaching
* Sponsorship & partnership opportunity planning
* Financial structure setups for new income streams
LEAVE YOUR. MARK.
WE PROUDLY PARTNER WITH
