OUR SERVICES

Everything you worry about? We’ve got it.

You focus on the game. We help support the off‑field details. From coordinating with your tax and legal advisors to offering financial and insurance guidance, Apogee helps keep life organized so you can focus on what matters most. Every family’s journey is unique, and we’re here to help you navigate today’s decisions with an eye toward the future.

Through our affiliation with MassMutual Private Wealth and Trust, we can provide access to high-end concierge services for a variety of needs.

OUR SERVICES

Everything you worry about? We’ve got it.

You focus on the game. We help support the off‑field details. From coordinating with your tax and legal advisors to offering financial and insurance guidance, Apogee helps keep life organized so you can focus on what matters most. Every family's journey is unique, and we're here to help you navigate today's decisions with an eye toward the future.

Through our affiliation with MassMutual Private Wealth and Trust, we can provide access to high-end concierge services for a variety of needs.

For Parents and Emerging Athletes

You’ve done the carpools, the road trips, and the long nights in the stands. Now the draft is real—and so are the challenges

You’ve spent your life chasing this. Now it’s time to protect it. We handle the structure behind your success so you can focus on performance and peace of mind. No lectures. No jargon. Just simple, steady support.

How We Support Families:

  • Protection and Risk Mitigation

    Insurance reviews, disability coverage, and legal coordination.

  • Fiduciary Care

    Customized investment strategies, ongoing oversight and risk management so we can have your best interest at heart.

  • Cash Management

    Invest your cash, pay your expenses and arrange for loans.

Professional Athletes

You’ve made it through the rookie grind. The chaos has slowed, but real life is starting to hit. You want control—without stress. You want to succeed financially without losing focus on what you love.

We become your off-field team, coordinating with you and your tax and legal professionals to help keep life organized. We’re here to be part of the plan beyond the season.

As your career expands, we offer advanced services to help you as your financial landscape becomes more complex.

How We Support Pros:

  • Investment Playbook for the Long Game

    Investment strategies seeking to help enhance performance and tax efficiency.

  • Private Wealth and Trust Services

    Advanced wealth and tax strategies, trust document reviews and trust tax filings.

  • Family Wealth Stewardship

    Multi-generational planning, family meetings, wealth transition, charitable giving strategies and estate plan consultation.

Please refer to the Cash Management Solutions and Customize Wealth Management Services brochures for additional details on all of the services available to you through MassMutual Private Wealth and Trust.

Protection Today. Prepare for Tomorrow.

From financial planning to navigating life beyond the game, we help coordinate the off-field details so you can focus on what matters most.

Play with Heart. Rest with Confidence.