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TEAM Services

Saving Money
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Wealth Coaching

Financial literacy is the foundation to building Financial Freedom.  We teach players the fundamentals of money and how to handle it on their own.

Business Management

Football players must focus on performing on the field.  We help them handle all of their family and business' operational needs off of the field.

Financial Analyst
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Revewing Graphs

Wealth Management & Financial Planning

Each football player's family has unique needs, goals and desires.  We create a customized wealth strategy using comprehensive financial planning to accomplish each family's desired outcomes.

Tax & Estate Planning

Football players deal with unique income and estate tax situations.  We use our extensive tax planning experience to help you navigate these complexities to maximize outcomes.

Family Planning for Multiple Generations
Charity

Charitable Planning

We work with you to develop and implement a strategy that supports your desire to give back to the communities that shaped you.

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(214) 507-0326

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We look forward to working with you and your family!

© 2022 by TEAM Private Wealth Management LLC. Advisory services are provided through Waterloo Capital, L.P.: an SEC Registered Investment Advisor. TEAM Private Wealth Management and Waterloo Capital, L.P. are separate entities. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. INVESTMENTS & WEALTH INSTITUTE is a service mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. © 2022 Investments & Wealth Institute.

*This firm is not a CPA firm

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