Agent Partnership Program
You protect the contract. We protect the money.
Your players trust you with their careers. Give them the same level of protection for their finances — with a flat-fee fiduciary who has zero conflicts of interest.
How We Think About This
This is the start of a great partnership.
Your agent looks out for your player's best interest when it comes to the contract and negotiations with the team and the league. We look out for your player and their family's finances and keep their best interest at heart in that domain.
Together, our job is to make sure that after hockey your player can do whatever they set their mind to, and that they and their family are always taken care of.
Top Shelf Private Wealth is a flat-fee fiduciary. No AUM. No commissions. No conflicts. Planning built for the specific complexity your players face — during and after hockey.
Partnership Structure
Three tiers. One goal: protect the players.
Referral Partner
You refer players who need financial guidance. We provide a complimentary financial review for every referred player. No obligation, no pitch — just genuine value that makes you look good.
- Complimentary player financial review
- Direct line to Josh for player questions
- Quarterly market & tax update for your reference
Strategic Partner
Deeper collaboration. We work directly with you to coordinate financial decisions around contract negotiations, trades, and career milestones.
- Everything in Tier 1
- Co-branded quarterly financial education brief
- Pre-negotiation financial analysis for contract talks
- Joint player onboarding process
- Priority access for player questions
Embedded Partner
Full integration. We function as the financial arm of your player management operation — coordinated and always in sync with your strategy. Players engage through your introduction; we don't solicit your roster directly.
- Everything in Tier 2
- Dedicated advisor capacity for your roster (engaged through your introduction)
- Coordinated planning conversations for your draft picks and new signings (introduced through you)
- Annual planning summit with your team
- Custom reporting on player financial health
Quarterly Resource
Co-branded financial education for your roster.
Every quarter, we produce a professionally designed financial education brief — covering jock tax calendar dates, common financial mistakes at each career stage, and practical guidance your players can use immediately.
It's branded with your firm name alongside Top Shelf Private Wealth. You send it to your roster. It makes you look good — because you're providing value beyond contract negotiation. And it gives your players access to financial education they're not getting anywhere else.
For Your Practice
What this looks like for you.
Let's protect the players together.
Book a call to discuss a partnership. No pitch — just a conversation about how we can work together to serve your roster.
Schedule a Partnership Call