The name Steeplechase comes from its racing origins, with horses jumping fences and other hurdles as they make their way toward the finish line.  Our connection to the sport is personal, with its illustrious heritage and elite circle informing our business style: dignified, respectful and tailored to discerning individuals. There is a special bond between a horse and its rider that’s built on mutual trust and confidence, not unlike the relationship we strive to cultivate with our clients. You tell us where you want to go and we’ll help you move in that direction, navigating each bend and obstacle together. 

We do this by designing bespoke wealth strategies for athletes, business owners and high-net-worth families—from retirement planning and generational wealth transfer to new player contracts and business liquidation. But we don’t stop there. Whatever you need, whenever you need it, we’re here for you.

Our clients range from professional athletes to multi-generational business owners and other high-net-worth families. Across the board these client relationships often develop into something deeper. We’ve been honored to attend weddings and other family celebrations, proving we’re more than just financial advisors, we’re an extension of our clients’ lives.

Education and transparency are paramount to our approach, so clearly explain your options. In that same spirit, we want to learn all we can about your life situation, your short-term needs and your long-term goals so we can create a customized investment strategy that best suits you and your family.