Industry’s leading financial management firm rebrands its Private Client Group to highlight niche in providing comprehensive services to professional baseball players
Baltimore, Md. (September 17, 2014) – Geier Financial Management, one of the industry’s leading financial management firms designed to meet the unique needs of professional baseball players, announced today its rebrand to Winpoint. With more than 30 years of experience in the sports industry, Winpoint will continue to deliver the best practices, trusted advice and proven tactics that achieve financial results for clients from draft day through retirement and beyond.
Geier Financial Group was initially formed as an accounting firm in 1990 by Maryland-native Joe Geier, who previously worked with some of the biggest names in Major League Baseball. With his background and experience in professional sports and wealth management, Geier understood the special challenges that professional athletes faced throughout their careers. Knowing this, he expanded Geier Financial Group and created a professional athlete services division, Geier Financial Management, which included wealth management, family office, tax preparation, bill payment, financial reporting and business advisory services.
“We’ve built our reputation on a unique combination of abilities – a firsthand insight into the careers and responsibilities of the professional athlete, met with unrivaled experience in wealth management,” said Joe Geier CPA, PFS and President of Winpoint. “The decision to rebrand Geier Financial Management to Winpoint is an effort to showcase our decades of experience and to focus on the professional baseball industry. While there are many financial managers, Winpoint is a leading firm with the specific qualifications to manage the finances of professional athletes.”
Winpoint currently services more than 45 retired and 20 active baseball professionals, including Cal Ripken Jr., Eddie Murray, Mark Teixeira, David Robertson, Willie Randolph, Ken Singleton, Dennis Martinez, and 2013 1st round selection, Colin Moran.
“I have been proud to call the team at Winpoint my trusted financial managers for more than 25 years,” said Willie Randolph, former New York Yankees Team Captain and Major League Baseball Manager. “Their guidance and expertise allowed me to focus on my career and life both on and off the field, and the small, family office approach made me feel as if I was more than just a client. I am thrilled to continue my relationship with Winpoint under its new name.”
“When I was drafted, I knew that I wanted to work with a company that understood the baseball life, on and off the field,” said Mark Teixeira, Major League Baseball first baseman for the New York Yankees. “Winpoint gets the big picture for ball players and their families, and can work to make sure we always make wise financial decisions. With Winpoint’s guidance and support, I have secured my family’s financial future and built a lasting brand that allows me to give back to the community.”
Through Winpoint’s affiliated Registered Investment Advisory, Geier Asset Management, Winpoint is able to work closely with Certified Financial Planners (CFP®), Certified Public Accountants (CPA) and Personal Financial Specialists (PFS) to offer an in-depth, comprehensive level of financial services to assist clients in all aspects of their lives.
“I have known Joe and his team for a long time and I continue to trust them with all of my finances and investments,” said former Baltimore Orioles shortstop and Major League Baseball Hall-of-Famer Cal Ripken Jr. “Athletes need to devote the vast majority of their time to staying in shape and perfecting their games so having a trusting relationship when it comes to your personal business is critical. Thanks to Winpoint I have that relationship and when I retired I was in a position to take on the new challenges in my life.”
“At Winpoint, we focus on building our clients’ financial freedom and security for the future, so they can focus on their families and careers on the field without any distractions,” said Geier. “We think of ourselves as more than just financial managers, we are our clients’ trusted and loyal partners with the sole commitment of keeping them ahead of their game.”