October 3-7  |  Starting at $500
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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.

🡒 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.

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.

01
Intentional
Structure

02
Collaborative
Energy

03
Expert
Facilitation

FINANCIAL PLANNING CYCLE

  • NIL opportunities give players early income, but taxes and cash flow management are crucial. Planning how long funds should last and establishing smart financial habits sets the foundation for everything that follows.

  • Signing bonuses are often a player’s first opportunity at earning “life-changing money.” Protecting it is critical, as taxes, state residency, and team assignments impact what you keep. Proper structure and discipline here set the stage for long-term success.

  • Limited income and major life milestones—like marriage, children, and buying a first home—make this stage challenging. Focus is on disciplined cash flow and strategies that support living expenses without jeopardizing long-term stability.

  • With a major league career underway, asset accumulation accelerates, especially once arbitration-eligible. Continued cash-flow discipline, investing, and wealth building beome priorities.

  • Free agency brings wealth-building opportunities and complex decisions, including contracts, lifestyle upgrades, relocations, and real estate purchases. The emphasis shifts to long-term wealth, tax efficiency, and legacy planning.

  • Life after baseball varies. Some pursue second careers; others achieve full financial independence. We help players navigate this transition with clarity, structure, and confidence to ensure career wealth continues to support life after baseball.

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