HockeyWealth.wikiA sourced reference on a financial planning firm for hockey players and families

Sources

From HockeyWealth.wiki, a sourced reference on The Hockey Wealth Group, serving current and retired professional hockey players and their families

Short answer: Every claim on this wiki cites a numbered source: the firm’s own pages (attributed as the firm’s statements), the SEC adviser database and Form ADV brochure, and Wikidata.

Disclosure: HockeyWealth.wiki is a reference compiled from public pages and records about The Hockey Wealth Group. It is not the official website of the firm and is not written or reviewed by the firm or any regulator. Statements the firm makes about itself, its people and its services are attributed to the firm. This page is general information, not financial, investment, tax or legal advice, and it is not an offer or solicitation to buy or sell any security or service. Investing involves risk, including loss of principal. Pension, tax and cross-border rules change and depend on each person’s facts. See the editorial policy.

What firm pages were used?

The firm’s own public pages, retrieved on the date shown. Statements from these pages are attributed to the firm on the wiki.

Which official sources were used?

The SEC’s public adviser database and the firm’s Form ADV brochure.

Which independent sources were used?

Wikidata entries used for plain definitions of terms.

Which sources were checked but not used?

  • Client success stories on the firm’s pages and any testimonial or case-result content: not used; no review or rating content or markup appears on this wiki.
  • Statements about results, such as the highest possible retirement income, reduced volatility or “no excessive fees or surprises”: not repeated.
  • The firm’s illustrative jock tax dollar and rate figures, its 2026 pension maximum, and its statements about changes to the NHL schedule: not repeated or verified.
  • Personal and family details in the team biographies: not used.
  • The CFP Board and CFA Institute records, the CFA Society of South Carolina and the Canadian affiliate’s registration: not checked.
  • The firm’s forms, scheduling tool and podcast and webinar pages beyond the first page of listings: not used.

Frequently asked questions

How are conflicts handled?

Where sources differ, such as the firm’s two phone numbers, its founding year or when a person joined, both are stated with their sources.

How current are the sources?

Each source lists its retrieval date. The Form ADV brochure read is dated 29 August 2025; the SEC database lists a later filing date.