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

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.

05/05/2026

“Own Your Revenue Podcast” dropping soon! 🔥
Entrepreneurs telling their stories, nuggets they have learned along the way and the future of their business.

Two episodes a month.
Think you have a story worth telling? Let’s connect!

04/27/2026

You don’t need a financial advisor... Until you do.
Here are the three signs you’ve hit that moment:

Your financial life got complicated. Business income, estate planning, proactive tax strategy. What used to be simple is complex and deserves a second set of eyes.

The weight of your decisions got real. More zeros, more commas. A wrong move can collapse what you’ve spent years building.

It’s not a knowledge gap. It’s a time gap. You’re smart enough to figure it out. You just don’t have the bandwidth. And your finances keep getting pushed to the back burner.

The common thread?
You’ve reached a new level.
And that level requires the right people around you.

We’re here to help!

Address

Elk Grove, CA

Telephone

+12093902246

Website

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

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