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Wealth Management For The Film Industry

Investment & Cash Flow Planning

Investment & Cash Flow Planning

We have first hand experience in the film industry and are uniquely suited to help clients manage the financial intricacies that face film industry professionals. The irregular income of a film professional calls for a specialized approach to wealth management and investing. Our personalized plans take cash flow needs into consideration to help protect our client's financial well-being.

Retirement Planning

Retirement Planning

Our independent and impartial advice allows us to ensure a client's plan is tailored specifically to their situation and goals. We can provide various retirement strategies to help clients maintain their lifestyle for themselves and their family even after their final wrap.

As members of SAG-AFTRA ourselves, we understand the intricacies of retirement planning for film industry professionals and can offer specific guidance on best practices.

Variable Income

The nature of the film industry lends itself to periods of large earnings, but can be followed by periods of little to no income. By leveraging periods of high earnings, our team can help to alleviate the strain and pressure caused by seasons of low earnings.

Holistic Approach

As SAG members ourselves, our goal is to partner with our clients to create a financial plan that creates financial harmony throughout all aspects of their life. Our approach takes into consideration stage of life, tax implications, time horizons, life goals, and cash flow needs.

Longterm Outlook

We offer comprehensive plans that align financial well-being with a clients lifestyle and goals. We make sure to ask the right questions and leverage our insights to help preserve our clients lifestyle and legacy.

Cort Rogers

Cort Rogers

Cort, a SAG-AFTRA member, leads the Film Industry Group for Masonboro Advisors. The team works directly with Film Industry Professionals with Investment Management, Retirement Planning, Estate Planning, Tax Planning, Budgeting, and many other areas of financial services. To learn more about Cort, click here.

Our Team

Our Team

Our team of financial professionals is here to serve you and your family today and everyday. To learn more about us and see if we're a good fit, click here.