We Understand Both Sides of the Stage
Charles Crilly brings the perspective of both a seasoned financial professional and a working musician. That combination shapes how he listens, plans, and advocates for the artists and creative teams he serves.
- 26 years in financial services with a degree in Economics
- Currently completing a degree at Berklee College of Music, deepening his understanding of the industry from the inside
- Experience touring and recording, speaking both the language of music theory and modern portfolio theory
Tailored Services for the Creative Community
We help musicians, agents, and creative teams connect their work on stage with a clear financial strategy off stage.
Specialized Planning
- Cash flow management for irregular income and tours
- Royalty and rights income strategies
- Tax and contract coordination
Wealth Growth and Protection
- Investment strategies for artists and agents
- Insurance for families, careers, and gear
- Retirement planning for individuals and groups
Business and Career Support
- Entity structuring (LLCs, S-Corps, trusts)
- Coordination with managers, CPAs, and attorneys
- Touring and lifestyle budgeting
“We help musicians and artists translate success on stage into lasting security off stage.”