It’s a great time to be alive, especially if you are fortunate enough to be considered affluent or ultra-wealthy. You have managed to accumulate all the wealth you and your family will ever need, but rather than spending time enjoying it, now you spend most of your time effectively, or perhaps ineffectively, running what feels like your own money management firm.
Cavarly recognizes the financial stewardship that comes with amassing real wealth is figuring out who you can trust to help you maintain it. Because with a high level of assets comes significant demands on time and heightened responsibilities for appropriate
Cavalry helps clients of considerable circumstances meet and manage their financial responsibilities through customized wealth planning. We work alongside our clients to design and manage a systematic multi-asset approach with convenient tools that deliver a truly personalized experience with the assistance of highly experienced financial professionals.
Our advisors are on hand to help you craft and adopt into your existing planning sound financial solutions groomed to ensure your spending never outpaces your assets and organizing and manage your accounts, providing you as hands-on or hands-off service as you would like.
Cavalry delivers guidance and support to help you select and manage an All-Star line-up of service professional that best represents your personal wealth management needs. Coaching you on money matters and showing you how to get the best performance from your assets.
Financial Agency for Life During and After the Game
Just because the lights are off at the stadium doesn't mean the agency and support you've grown to appreciate and rely on has to end.
Cavalry helps athletes structure and transition their financial lives and endorsements during and after their pro sports careers. We serve as a unbias confidant and personal wealth agent for our clients, independent from your sports or marketing agents, our advice and services exclusively focus only on your financial well-being during and after your career.
Looking out for your blind spots in pension, investment, insurance, taxes, and medical cost risk management, Cavalry advisors provide clients with the reassurance that the advice you receive is what is best long-term and does not prioritize anyone’s best interest over yours.
We know the game was great, and we know atheletes, our founder played in the Southeastern Conference on a nationally ranked team with NFL and HOF talent, but if we are being honest, you are probably looking forward to a little detachment from the league. And we get that.
Cavalry can help you set up and maintain your financial life away from the field, offering as much or as little support as you need.
Decisions must be made, execution must take place, and business must get done, and there’s a great chance that you could benefit from a bit of organization and support straight out of the gate. You’re use to the team approach and so are we. Allow us to help you strike while the iron remains hot.
Cavalry creates a seamless transition from the busy life of professional athletics to life after the game.
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