For hockey parents
Find yourself busy balancing tournament travel, equipment costs, and more for your star athlete that managing your own finances and long-term goals are taking a back seat?
For professionals
Are you looking to build a stable financial future while running a business or working independently as a coach, trainer, physical therapists, or other hockey-related profession?
1st Period: The discovery meeting to assess your goals & game plan
Before making any financial moves, we start with a discovery session to understand your goals, challenges, and financial pain points. Many people want to jump straight into investing, but it’s about more than investing. Plus, without a game plan, it’s like taking a shot without aiming. We’ll also assess your existing investments and savings, ensuring they align with your long-term vision.
2nd Period: Building your financial playbook
A successful team follows a game plan—your finances should be no different. Once we understand your goals, we develop a customized financial playbook to guide your decisions.
3rd Period: Regular reviews & strategic adjustments
A great coach doesn’t just set a plan and walk away—they review performance, make adjustments, and refine the strategy. That’s why we schedule regular check-ins, at least twice a year, to ensure you’re staying on track.
Meet your financial advisor & coach for life’s biggest plays
I’m Brett, founder of Uptown Wealth Management, a financial advisor and coach for hockey families and the professional hockey community who want a game plan for their finances—one that works both today and in the long run.
With over two decades in financial services and a lifelong passion for hockey, I know firsthand the unique financial challenges that come with life at the rink.
Hockey isn’t just a sport—it’s a commitment, a lifestyle, and a community.