Comprehensive Wealth Management
Comprehensive wealth management for athletes demands specific skill sets and professional experience. As ex-players with strong backgrounds in tax, estate planning, and investment management, our entire advisory team at Sporting Wealth Partners brings the necessary expertise to the process and ensures our clients we can work with their team of attorneys and accountants to manage complex financial planning issues.
A CUSTOMIZED FINANCIAL PLAN AND INVESTMENT STRATEGY FOR YOUR FUTURE
PARTNERSHIP
We serve in a fiduciary capacity. We exhibit the highest form of trust, fidelity and confidence and are legally bound to act in the best interest of our clients at all times. Unlike brokerage firms, insurance companies, and banks that offer wealth management services, we do not use a product based solution or a “suitability” standard of care. We take pride in sitting on the same side of the table as our clients.
TRANSPARENCY
We charge a fee based on a percentage of total assets managed or a flat fee for service. We refuse to accept commissions on product sales or compensation of any kind related to your recommendations. The only fees we receive are paid directly by our client to us. We think this helps to mitigate many of the conflicts of interest that exist in the financial services world.
OBJECTIVITY
Your investment portfolio and financial plan should not be an off-the-rack, product-driven solution. It should be customized and tailor-made to fit your unique needs on an ongoing basis, flexible enough to withstand external and internal pressures. We offer objective, unbiased recommendations based on what’s best for you, not the bottom line of a bank or insurance company.
STEWARDSHIP
We say what we do and do what we say, Sadly in today’s world, such accountability is hard to find. Our blend of expertise, data, technology and dedication to exceptional client service makes certain our team is always monitoring and managing your financial wellbeing as promised.
SERVICES
- Budgeting & Cash Flow Analysis
- Tailored Individual ETF, Stock & Bond Portfolios
- Passive Income Strategies & Analysis
- Total Portfolio Monitoring & Rebalancing
- Roth vs Traditional 401(k) Analysis
- Insurance Policies Review & Analysis
- Tax Planning
- Investment Risk vs Return Analysis
- Major Buy/Sell Decisions
- Efficient Spending Strategies
- Annual Savings Target
Are you paying too much in taxes?
Is your advisory team acting in your best interest or theirs?
Are you on track to be financially free after your career?
Is your investment strategy fully aligned with your financial plan?
CALL OR EMAIL US FOR A FREE CONSULTATION
► whesmer@oh-wp.com
► (252) 230-7699
► bcarroll@oh-wp.com
► (703) 209-1473
WILLIAM R. HESMER, JR., CFP®, AIF®
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary
- Major League Soccer Champion
- Two-Time Supporter’s Shield Champion
- NCAA All-American
- NCAA Academic All-American
- Wake Forest University Sports Hall of Fame
- BA, Wake Forest University
- Email: whesmer@oh-wp.com
BRIAN M. CARROLL, CFP®, CEPA
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor
- Two-Time Major League Soccer Champion
- Four-Time Supporter’s Shield Champion
- NCAA All-American
- BA, George Mason University
- Email: bcarroll@oh-wp.com
