WIN Private Wealth

WIN Private Wealth We exist to help you turn income into wealth. Uncertainty into strategy. Pressure into a plan that protects what you've earned and builds the life you want next.

We strongly believe the WINs will come. In considering any career change, many questions may arise, such as: What will be my responsibilities? How will I be trained? How will I be compensated? The answers to these questions depend on many factors. When you sell insurance or financial services, you're not merely selling products, you're developing relationships. Your relationship with your customer

s, as well as the trust they place both in you and in the products you offer, are critical components to your ultimate success. You'll also make a vital contribution to your community, and when you see the difference that can make, it's more fulfilling than you might imagine. Agents with the Stockton General office provide very intimate services in the insurance and financial services marketplace. They meet with and know their clients on a personal level. The responsibilities of an agent include: contacting new people, meeting with them and fact-finding to gather necessary information regarding their present situation, providing analysis of situations and, ultimately, presenting solutions that help meet objectives. For more information on the New York Life Sales Agent career, visit our Web site: http://newyorklife.com/careers

New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

Most advisors would love to work with athletes. But it’s worth asking why. Are they doing it for the money or impact?At ...
06/06/2026

Most advisors would love to work with athletes. But it’s worth asking why. Are they doing it for the money or impact?

At WIN, we don’t have to think twice. Derron played in the NFL and went on to buy and sell real estate and businesses. Malique played Division 1 football and spent 8 years in the financial industry. Between the two of us, we’ve sat on both sides of this table. As the athlete trying to figure it out, and as the advisor who saw where the system kept falling short.

We’ve watched talented guys earn real money and end up with nothing to show for it. Not because they were irresponsible. Because they never had someone who truly understood their world. The contract timelines. The lifestyle pressure. The career that ends before most people even think about retirement.

WIN was built for that client. The one who needs an advisor who gets it without having to explain it. That’s the difference.

06/01/2026

Most people don’t wake up and say I’m going to hire a financial advisor today!

They reach out because something changed, or they know something needs to.

I audited our last 10 clients and found three patterns:

- A major life transition that required real support and accountability.
- High income that wasn’t becoming personal wealth.
- A shift in mindset from protecting money to growing it with intention.

That last one matters. Playing offense looks different for every client. But having the right perspective in the room changes the decisions you make.

If you’re in one of those situations, the intro call is a no-pressure starting point.

05/28/2026

Malique sits down with , Founder of Hardin Athletix, to talk about what it really takes to build something that lasts.

Montel walked away from a corporate gym structure in 2018 with a handful of clients and a vision. Today he runs a thriving fitness coaching business with his wife, serves high-performing executives and entrepreneurs, and is building something his kids can one day carry forward.

In this episode, they go deep on the real parallels between building your health and building your wealth. Discipline. Delayed gratification. Long-term thinking. And why your why matters more than any program or portfolio.

What you’ll hear in this episode:

- Why Montel left the security of a corporate gym and never looked back.
- How he found his niche serving busy executives and entrepreneurs.
- The connection between physical discipline and financial discipline.
- What faith has to do with building a business and a family.
- The one thing he’d tell his 20-year-old self that would have put him five years ahead.

If you’re building something and you’re in it for the long game, this one is for you.

Connect with Montel. Full episode link in bio.

05/26/2026

New podcast episode coming this week!
Your 20-year-old self wants it now. The car. The revenue. The results.

But said it best: “The longer you can delay the gratification, the better off you’re going to be.”

He was working full time. Paying for school. Paying rent. Making decisions out of survival.

Sound familiar?

Most of us have been there. And most of us have made short-term decisions that cost us long-term.

Whether it’s your health, your money, or your business, the principle is the same. Think further out. Move with patience. Build for 10 years from now.

Full episode dropping this week!

If you are a student-athlete, parent, coach. STOP. Take 2 mins and read this. Recently we had the privilege of speaking ...
05/24/2026

If you are a student-athlete, parent, coach. STOP. Take 2 mins and read this.

Recently we had the privilege of speaking at the , here’s a glimpse into our presentation.

Link in bio to schedule intro meetings!

05/20/2026

Most business owners max out their 401k and think they’re done.

There’s a tool called a cash balance plan that lets you contribute $150,000, $200,000, even $250,000 a year on top of your 401k.

Every dollar is tax deductible.

We’re helping a client do exactly that this year. $150,000 off their taxable income while building their personal retirement at the same time.

Your business growing is great. Your personal wealth growing alongside it is the goal.

If you’re clearing $300k or more and still writing a big check to the IRS every April, let’s talk. Link in comments!

Tomorrow we’re on the stage at the Black Student Athlete Summit at the University of Oregon 🏆 Speaking on “How to Build ...
05/19/2026

Tomorrow we’re on the stage at the Black Student Athlete Summit at the University of Oregon 🏆

Speaking on “How to Build Wealth Like a Pro.”

Derron and I built WIN for people like the ones in that room. We work with entrepreneurs and we believe athletes are the next generation of great ones. NIL has changed everything. Kids are building brands and businesses at 16 and 17 years old. They deserve a financial team that actually understands their world.

We didn’t just study this. We lived it. The decision to build something different because the world of NIL has changed everything.

If you’re at the summit this week, I’d love to connect. The conversation doesn’t have to stop when the session ends.

05/13/2026

New episode is live built a successful RIA, served clients for over 12 years, and then sold it all to chase something bigger. In this episode, Dasarte breaks down what it actually means to follow your passion, why intention has to come before every major decision, and how he is now building , a monetization platform giving creators the tools and data the big platforms don’t want them to have. We also get into athlete identity, shedding old versions of yourself, and why getting out of your own way is the one move every entrepreneur needs to make.

Podcast link in bio!

05/12/2026

What if “follow your passion” is actually bad advice?

My first guest on episode one of Own Your Revenue is , CEO and Founder of and he came in dropping gems. Instead of chasing passion, he says follow your blisters. The thing you’re already putting in the work on. The thing you’d grind through even when it’s hard.

And funny enough, I had just heard something that said the same thing a different way: bliss comes with blisters.

That’s the kind of conversation this is.
This is episode one. Subscribe so you don’t miss what’s coming.

Financial advice is everywhere. The question is whether any of it actually applies to you. That’s the gap an advisor fil...
05/06/2026

Financial advice is everywhere. The question is whether any of it actually applies to you. That’s the gap an advisor fills.

Address

Elk Grove, CA

Telephone

+12093902246

Website

https://calendly.com/winpw/30min

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