Partners · Wealth Management
Grow with the team
One wealth management partner for an entire roster of ascending professionals.
WEALTH MANAGEMENT PARTNER BENEFITS
What you get
As the team's preferred partner, your firm becomes part of the Team. Not just a sponsor on the outside looking in. You build genuine, years-long relationships with a roster of ascending professionals at the exact moment their careers (and their finances) take off. Put your brand in front of their families, mentors and growing audiences, and differentiate your practice with access no competitor can replicate. It's a partnership position, reserved for one firm.
01
Featured partner logo
Your firm recognized as the Team Chisos Golf Wealth Management Partner on teamchisosgolf.com and across team marketing materials.
02
Introductions to the entire roster
Personal introductions to 100% of roster players within 3 months of signing, built for authentic advisor-athlete relationships.
03
Player sponsorship
Your firm's logo on player apparel of all the active players. Visibility at every tournament they play in.
04
Two exclusive outings per year
Player outings at select courses or tournaments. A player joins your foursome, with a photo opportunity included.
05
Co-branded education series
A 6–8-part financial education video series on golf-specific wealth planning for your website or client communications.
06
Advertorial podcast
A 5–8-minute podcast with a Team Chisos Golf managing partner, custom content for your social or website channels.