YOU HAVE A SMALL WINDOW,

Make the right decisions today, so you don't have to work tomorrow

ZERO TO HERO - HOW WE KEEP YOU AT THE TOP OF YOUR GAME.

You are young, healthy, and have the prospect to make a lot of money with a lucrative contract. You have to train hard and constantly fine tune your skills. You are on the road a lot. Your life has become complicated, and you don’t want important things falling between the cracks. You need help so that you have the resources to carry you through once your career has peaked. That’s where Wales comes in. We provide financial and lifestyle concierge services so you can focus on doing what you do best while making smart decisions to safeguard your future.

Our job is to protect you, no matter where and no matter when you need us.

As a boutique firm, we differentiate ourselves from other business managers by the extreme level of personal dedication we give to our clients. Our job is to protect your finances, provide mentorship when you need it, and advise you on the financial and lifestyle decisions that will impact your life for years to come.  We will also teach you how to be a business.  After all, you are the company, the CEO and the brand.

Services to provide oversight of your financial life include but are not limited to:

  • Contract review and oversight

  • Endorsement income collection

  • Bill pay

  • Expense tracking for tax deduction purposes

  • Tax preparation

  • Credit repair

  • Insurance selection and coordination

  • Planning for the future

  • Helping you help loved ones financially

  • Selecting an investment manager and oversight of their performance

  • Review investment opportunities presented to you

  • Advise on and carry out major purchases (homes, automobiles, etc.)

  • Set up LLCs and other corporate entities for additional business needs

  • In addition to overseeing your financial world, we also make ourselves available to you 24/7 to help with anything else that might arise:

  • Need an arthritis specialist for your grandmother in Tucson?

  • Don’t know how to handle financial requests from family and friends?

  • Forget to turn the water off at your vacation house for the winter?

  • Want a new alarm system installed?

  • Have a car you want to buy or sell?

We will help your world run smoothly and will be there for you.