Wealth Management for the Film Industry

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Variable Income

The nature of the film industry lends itself to periods of large earnings, but can be followed by periods of little to no income. By leveraging periods of high earnings, our team can help alleviate the strain and pressure caused by the slow seasons.

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Holistic Approach

As members of SAG, we aim to collaborate with our clients to design a comprehensive financial plan that fosters harmony across all areas of their lives. Our method accounts for various factors, including life stages, tax implications, time horizons, personal aspirations, and cash flow requirements.

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Longterm Outlook

We provide tailored plans that harmonize financial health with our clients' lifestyles and aspirations. By asking the right questions and utilizing our insights, we ensure the preservation of our clients’ lifestyles and legacies.

Investment & Cash Flow Planning

With extensive experience in the film industry, we are exceptionally equipped to assist clients in navigating the financial complexities encountered by film professionals. The unpredictable income associated with this field necessitates a tailored strategy for wealth management and investment. Our customized plans account for cash flow requirements, ensuring the protection of our clients' financial health.

Retirement Planning

Our independent and impartial advice allows us to ensure a client's plan is customized to their specific situation and goals. We can provide various retirement options to help clients maintain their lifestyle for themselves and their family even after the final wrap.


As members of SAG-AFTRA ourselves, we understand the intricacies of retirement planning for film industry professionals and can offer specific guidance on best practices.

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Cort Rogers

Meet Cort

Cort, a SAG-AFTRA member, leads the Film Industry Group for Masonboro Advisors. The team works directly with Film Industry Professionals with Investment Management, Retirement Planning, Estate Planning, Tax Planning, Budgeting, and many other areas of financial services. To learn more about Cort, click here.

Meet Our Team
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Get in Touch Today

Ready to take control of your financial future? 

Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.