Who We Work With

  • High net worth individuals 

  • Family Offices 

  • Athletes 

  • Registered Investment Advisors

  • Insurance companies 

  • Foreign Investors 

  • IRA Accounts

Our Investor Network

Professional Sports

Bull & Bear Wealth Management understands the unique lifestyle, and the complex, sophisticated financial needs of professional athletes. We work with our clients to develop a comprehensive wealth management plan to preserve your earnings not only during your professional career, but more importantly, provide long-term financial security during your post-career lives. 


Having a former athlete as a Co-Founder, Bull & Bear understands work ethic and dedication, and has the experience and expertise that will maximize the full potential of your wealth. Our advice and expertise is catered to each stage of your career and life, whether in the boardroom or on the field.



Bull & Bear’s strategies, operations, and team all center around offering our clients the highest quality investment in the market. With that said, Bull & Bear has hand picked the most reputable partners in the market to achieve the highest standards. 

  • Richey May & Co. - Our auditor is included among the Top Auditors of Hedge Funds in 2017 and 2018, as ranked by Hedge Fund Alert.

  • Wintrust Bank - Chicago’s second largest bank with rigorous due diligence to open investment fund accounts, and has a large network of bank charters to increase the FDIC protection up to $3.75M.

  • NAV Consulting

  • Interactive Brokers - A prime brokerage who has been building electronic access trading technology that delivers real advantages to traders, investors and institutions worldwide for 40 years. 

  • StoneX 

  • Pershing

Wealth Preservation | Capital Appreciation








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