Who We Serve

Career earnings, compressed timelines, and wealth that has to last

Athletes and entertainers earn the majority of lifetime income in a narrow window. DAG builds the structure and discipline that turns peak-year cash flow into multi-decade wealth, coordinated with agents, business managers, and family.

Coordination with agents, business managers, and family
SEC Registered Investment Advisory Services Provided by DAG Wealth
Career-arc planning model: peak years, transition, post-career

Section 01

The job is to make a short earning window last a long life

A career in professional sports or entertainment often compresses a lifetime of earnings into a fraction of the time, played out under public scrutiny and with a team of advisors whose roles overlap.

The planning challenge is not earning more. It's keeping more, structuring it properly, and making sure the wealth outlives the career. That requires a different cadence and a team that actually coordinates.

Reality check

"If peak-year spending sets the lifestyle baseline, the post-career transition becomes the hardest financial event of the client's life."

Compressed earning window

Most lifetime income arrives in a span shorter than a decade. The plan has to assume the high-income years end, not that they continue.

Public scrutiny and exposure

Name, image, likeness, and net-worth speculation are public. Privacy structures, entity choices, and reporting obligations need to reflect that.

A team with overlapping roles

Agent, business manager, attorney, tax preparer, family. Lines of authority blur. Decisions get made in group chats. Something always falls through.

Concentrated, often unusual assets

Contracts, signing bonuses, equity in personal ventures, NIL deals, real estate, sometimes meaningful crypto. Off-the-shelf wealth planning was not designed for any of it.

Section 02

What DAG actually does

01

Career-arc cash flow plan

A multi-year model that distinguishes peak-earning years from transition years from post-career years. Spending, tax reserves, and investing are calibrated to the arc, not to the most recent paycheck.

02

Entity and structure design

Loan-out corporations, holding entities, Wyoming Digital Asset LLCs through DAG Private Client where digital assets are in scope, and privacy structures coordinated with counsel.

03

Investment advisory

Through DAG Wealth. SEC-registered, fiduciary, fee-disclosed. Concentrated wealth deserves an active mandate rather than a target-date fund.

04

Tax coordination

Quarterly coordination with your CPA on state residency, multi-state allocations, deferred compensation, and digital-asset cost basis. The tax bill is the largest line item; it gets the most attention.

05

Team coordination

DAG plugs into the existing team rather than displacing it. The role is to make sure that when the agent, business manager, and attorney each do their job, the outputs add up.

06

Post-career transition

When the income stops, the structure has to keep working. Planning the transition five years in advance, not five months in, makes the difference between continuity and a forced lifestyle reset.

Section 03

The career arc, planned end-to-end

Engagements are organized around three phases. The structure shifts as the cash flow shifts.

Phase 01

Peak years

Maximum income, maximum tax exposure. Reserves are built. Concentrated positions are diversified deliberately, not reactively. Discipline gets installed while it's affordable.

Phase 02

Transition

Income compresses or ends. Lifestyle is recalibrated against assets, not paychecks. Deferred comp, pensions, residuals, and brand income are sequenced for tax efficiency.

Phase 03

Post-career

The structure has to keep working for decades. Investment policy shifts. Family governance, estate plan, and next-generation involvement come forward.

Section 04

When the engagement makes sense

Professional athletes: active or transitioning

Rookie contracts through veteran extensions, with attention to the post-career income cliff.

Entertainers and high-profile creators

Multi-year deal structures, residuals, brand equity, and the privacy issues that come with them.

NIL and emerging-career earners

College and early-career income that needs structure before the second contract, not after.

Family members managing the household

Spouses, parents, and siblings who carry day-to-day financial responsibility and benefit from a single coordinated point of contact.

Questions

Frequently asked

Next step

The right conversation starts with the career arc: what you're earning now, what you expect, and what the team around you already looks like.

From there, DAG's role becomes specific.

DAG Wealth is an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or training. DAG Wealth acts as a fiduciary with respect to its advisory clients.

Investing involves risk, including the possible loss of principal. Concentrated positions, deferred compensation, and digital assets each carry their own risks. Past performance is not indicative of future results. Specific fee schedules, conflicts of interest, and material business practices are disclosed in Form ADV Part 2A, available on the SEC Investment Adviser Public Disclosure (IAPD) website or on request.

DAG (Digital Ascension Group) provides coordination, family-office, and structural services. DAG is not a law firm and does not provide legal advice. DAG is not a CPA firm and does not provide tax advice. Legal services are provided by qualified counsel licensed in the applicable jurisdiction. Tax services are provided by qualified tax professionals.

Compliance

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services; tax matters are handled through referrals to qualified tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are available through DAG Wealth. Digital Wealth Partners LLC (CRD No. 328627) is an SEC Registered Investment Advisor. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov. Registration with the SEC does not imply a particular level of skill or training.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law. The information on this page is for general educational purposes and is not legal or tax advice.