Who We Serve

At Wolfpack Wealth Management, we excel in delivering custom-tailored and easily accessible Wealth Management solutions to diverse clients. Our areas of expertise include professional athletes, student-athletes, entertainers, educators, married couples, young professionals, and small business owners.

If you don't fit into these categories, we're still happy to help, as we believe financial advice should be accessible to everyone, regardless of net worth or income.

Professional Athletes

Your performance on the field earns you success—what about your financial game plan? Partnering with a CFP® professional for professional athletes helps you protect your wealth, manage taxes, and create a financial legacy that lasts beyond your career.

Student-Athletes

Balancing academics and athletics is no easy task—what about managing your finances? Partnering with a CFP® professional for student-athletes helps you build financial literacy, manage earnings from Name, Image, and Likeness (NIL) deals, and set the foundation for a strong financial future.

Entertainers

As an entertainer, your creativity and talent are your livelihood—but managing finances in a high-stakes, unpredictable industry can be challenging. Partnering with a CFP® professional for entertainers helps you navigate fluctuating income, tax complexities, and long-term wealth planning, so you can focus on your craft while building a secure financial future.

Educators & Teachers

As an educator, you dedicate your life to shaping the future of others—who’s helping you secure your financial future? Partnering with a CFP® professional for educators helps teachers and education professionals manage their finances, optimize retirement plans, and create an education-focused financial strategy for both personal growth and their families’ future.

Married Couples

Marriage is about building a life together—but what about building your financial future? Partnering with a CFP® professional for married couples helps you align your goals, grow your wealth, and navigate life’s milestones with confidence, clarity, and peace of mind.

Young Professionals

You’re building your career, achieving goals, and making moves—but is your financial future keeping up? Partnering with a CFP® professional for young professionals helps you navigate today’s challenges, set the foundation for financial success, and achieve long-term goals with confidence.

Small Business Owners

You’ve built your business—now it’s time to build your financial future. Partnering with a CFP® professional for small business owners ensures your personal and business finances work together to grow wealth, reduce taxes, and secure long-term success.