Entertainers & Athletes

Wealth Management FOR entertainment & sports ProfessiONALS

We advise individuals across the entertainment, media, and sports industries—whether in the spotlight or behind the scenes. From writers, producers, and agents to performers, creators, and athletes, our clients often experience fluctuating income, non-traditional compensation structures, and accelerated career timelines. We help bring clarity and structure to complex financial lives, with thoughtful planning around tax efficiency, liquidity management, retirement, and long-term wealth preservation. Our team collaborates with each client’s legal, business, and accounting professionals to create a coordinated strategy that supports both current goals and future security—ensuring their wealth works as hard as they do.

WHO WE SERVE:

Highly successful entertainers and artists managing royalties, tour income, and brand partnerships

Film and television professionals with variable project-based compensation

Professional athletes facing short earning windows, irregular income streams and complex compensation structures

Media personalities and broadcasters navigating personal branding and income volatility

Writers, directors and producers with back-end or residual income streams

Social media influencers, podcasters, and content creators scaling digital brands

Creatives and artists transitioning from rising talent to long-term wealth stewards

Public figures seeking privacy, asset protection, and multigenerational planning

Legacy Wealth Investment Counsel, LLC

17 Corporate Plaza Drive, 2nd Floor, Newport Beach, California 92660, United States

949-867-7670 | info@legacywealthic.com

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THE CONTENT IS DEVELOPED FROM SOURCES BELIEVED TO BE PROVIDING ACCURATE INFORMATION. THE INFORMATION IN THIS MATERIAL IS NOT INTENDED AS TAX OR LEGAL ADVICE. PLEASE CONSULT LEGAL OR TAX PROFESSIONALS FOR SPECIFIC INFORMATION REGARDING YOUR INDIVIDUAL SITUATION. THE OPINIONS EXPRESSED AND MATERIAL PROVIDED ARE FOR GENERAL INFORMATION, AND SHOULD NOT BE CONSIDERED A SOLICITATION FOR THE PURCHASE OR SALE OF ANY SECURITY.WE TAKE PROTECTING YOUR DATA AND PRIVACY VERY SERIOUSLY. AS OF JANUARY 1, 2020 THE CALIFORNIA CONSUMER PRIVACY ACT (CCPA) SUGGESTS THE FOLLOWING LINK AS AN EXTRA MEASURE TO SAFEGUARD YOUR DATA: DO NOT SELL MY PERSONAL INFORMATION.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

The Certified Private Wealth Advisor® (CPWA®) certification is a professional designation issued by the Investments & Wealth Institute® (the Institute). It is designed for financial professionals who work with high-net-worth clients. The CPWA® program provides advanced education in wealth management topics such as tax planning, estate planning, asset protection, charitable giving, and legacy planning.

Use of the CPWA® designation indicates that the advisor has met experience requirements, completed an executive education program, and passed a comprehensive examination administered by the Institute. Investments & Wealth Institute® owns the certification marks CPWA® and Certified Private Wealth Advisor® in the U.S. and other countries.

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

INVESTMENT ADVISORY REPRESENTATIVES OF, AND INVESTMENT ADVISORY SERVICES THROUGH PORTSIDE WEALTH GROUP, LLC AN SEC REGISTERED INVESTMENT ADVISOR. PORTSIDE WEALTH GROUP, LLC AND THEIR REPRESENTATIVES DO NOT PROVIDE TAX OR LEGAL ADVICE. EACH FIRM ONLY TRANSACTS BUSINESS IN STATES WHERE IT IS PROPERLY REGISTERED, OR IS EXCLUDED OR EXEMPTED FROM REGISTRATION REQUIREMENTS. SEC REGISTRATION DOES NOT CONSTITUTE AN ENDORSEMENT OF THE FIRM BY THE COMMISSION, NOR DOES IT INDICATE THAT THE ADVISOR REFERENCED IN THIS DISCLOSURE HAS ATTAINED A PARTICULAR LEVEL OF SKILL OR ABILITY.

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ENTERTAINERS, ARTISTS & ATHLETES

Wealth Management FOR entertainment & sports ProfessiONALS

WHO WE SERVE:

Having a Fiduciary Financial Advisor on your team is critical. A fiduciary is legally obligated to put your best interests first. This means every decision is made with care, transparency and long-term security in mind. In an industry full of noise, a fiduciary provides clarity, alignment & trust.

SERvices for ENTERTAINMENT PROFESSIONALS & ATHLETES

FINANCIAL PLANNING & CONSULTING

RISK MANAGEMENT

INVESTMENT PLANNING & CASH MANAGEMENT

CHARITABLE GIVING & PHILANTHROPY

ESTATE & LEGACY PLANNING

We’re deeply rooted in the heart of Los Angeles’ entertainment and professional services hub—giving us a front-row seat to the industries we serve. This proximity allows us to deliver a highly personalized wealth management experience to our clients across entertainment, media, and sports.

Questions? Contact us below!