Your Financial Team: Who You Need & Why

We help you build a trusted team of professionals to guide your journey:

Financial Advisor

Develops your financial plan, manages investments, and keeps you aligned with your goals

Tax Professional

Minimizes tax liabilities and ensures compliance

Estate Planning Attorney

Helps protect your legacy through wills, trusts, and legal planning

Insurance Specialist

Reviews and recommends coverage to protect your income and assets

NIL Consultant (if applicable)

Guides student-athletes through endorsement deals and compliance

Our Proven Approach

We start by listening. Then we:

• Clarify your goals
• Analyze your current financial picture
• Recommend a strategy tailored to your risk tolerance
• Provide ongoing support as your life evolves

We offer fee-only, hourly, or retainer-based services—no hidden agendas, just your best interest.

NIL & Financial Readiness Checklist

Whether you're managing NIL income or building long-term wealth, ask yourself:

• Do I understand my university’s NIL policy and disclosure requirements?
• Do I have a consistent and professional online presence?
• Have I reviewed my contracts with a legal advisor?
• Do I track income, expenses, and taxes?
• Am I balancing academics, athletics, and financial responsibilities?

 Red Flags to Avoid

• Vague or high-pressure financial advice
• NIL deals with unclear terms or unrealistic promises
• Advisors who don’t act in your best interest
• Conflicts with university or team policies
• Lack of transparency in fees or services

University NIL Compliance Tips

If you're a student-athlete, make sure you:

• Know your university’s NIL policy and where to find it
• Understand what activities are permitted or prohibited
• Disclose deals promptly using the required platform
• Avoid using university logos or facilities without permission
• Stay compliant with NCAA regulations

Stay Connected

• Phone: (412) 897-0760
• Client Portals: One-stop portal access to all your SWM accounts through Advyzon
• Locations: Offices in 10 locations across the country from coast to coast
• Newsletter: Subscribe for updates on NIL, tax law, and financial planning‍
• Email: brian.goldman@successwealth.org (for NIL-specific legal insights)

Why Choose Success Wealth Management?

• Fiduciary commitment: we act in your best interest
• Advisors with a multitude of credentials
• No account too big or too small—we work with everyone
• Personalized attention with national reach
• Transparent, client-first philosophy

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