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Keep your world turning with the right help and support!


We understand that as an entertainer, you have a unique set of moving pieces in your life. 

We provide financial and lifestyle concierge services so you can focus on doing what you do best. 

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.

Most importantly, Wales teaches you how to run your business.  Yes, you may be an artist but you are also a business – the company, the brand, the CEO.  You must know the key items to monitor so you can delegate the details to others.  Wales teaches you that.

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


  • Royalty and endorsement payment collection

  • Touring income collection

  • Tour budgeting and forecasting

  • Payroll

  • Bill pay

  • Expense tracking for tax deduction purposes

  • Insurance selection and coordination

  • Planning for the future

  • Consultation on all legal matters

  • Assist with family matters, wills and estate planning

  • Selecting an investment manager and oversight of his/her performance

  • Review investment opportunities presented to you

  • Oversee active investments

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

  • Contract monitoring for key dates and triggers



In addition to overseeing your financial world, we also make ourselves available to you 24/7 to help with anything else that might arise.  Some items we have handled are:

  • Need an arthritis specialist for your grandmother in Tucson?

  • Forget to turn the water off at your house, you are away, and a hard freeze is coming?

  • Want a new alarm system installed?

  • Have a car you want to sell?

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

  • And many more….



Our job is to have your back, no matter where and no matter when you need us. 

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