BUILT ON COMMON VALUES
TAKE CONTROL OF YOUR FINANCES WITH THE TOP FINANCIAL ADVISORS IN AUSTIN TEXAS
BUILT ON COMMON VALUES
TAKE CONTROL OF YOUR FINANCES WITH THE TOP FINANCIAL ADVISORS IN AUSTIN TEXAS
The Strategic Advantage
The traditional model of wealth management does not provide adequate service to future-thinking individuals. Your financial planner should not only provide options for potentially enhancing your wealth, but should also provide exceptional client service. As one of the leading financial consulting firms in Austin, Strategic Capital was built on a new approach to wealth management. We put intention back into money so that our clients can create the future they have dreamed of. Our local Austin team of advisors put your needs first in order to help build sustainable wealth.
Why Strategic Capital?
Let’s plan the future together
For Your Family
Finance is a very broad, multifaceted landscape and our mission is to create a custom roadmap to help you and your family navigate all aspects of the dollar. Education is the key to empowerment and if it involves money we can help. With access to our Strategic Capital Network, you have access to a team of trusted advisors and consultants who can help a vast array of strategies and solutions to serve all your financial needs.
For Your Business
At Strategic Capital, we are a solutions architect. While we specialize in providing services and solutions to business-sponsored benefit plans our network of trusted consultants specialize in all things business. As you evolve and grow, so do your needs and the Strategic Capital Network has a solution for you at every stage of your business.
For The Future
Strategic Capital's goal-driven approach to wealth management customizes a strategy for the future you want to create. We help you translate your goals to an investment roadmap. Then we'll manage it to keep everything on track.
We Are Here For You
We bring the right people together to challenge established thinking and drive transformation.
Founding Partner
Founding Partner
Founding Partner
Our Process
We do it just a little bit better
Listen and Identify
Everyone has a unique situation and different goals. Our goal is to understand your needs and implement the best plan of action to help you succeed.
Plan Design
You have defined your needs and wants, now how do you get from point A to B? Ideal plan design. Our knowledge and access to comprehensive solutions encompass all aspects of planning and leave no stone unturned.
Implementation of Solutions
We do not stop at plan design. We possess all the tools to implement whatever strategies we present to accommodate your needs. A plan is an abstract idea until it becomes tangible with proper implementation and administration.
Monitor and Repeat
As the years progress and life changes happen, we are by your side to adjust the plan as needed. We stay on top of market, taxation, and current events to ensure your plan is optimized!
What Our Clients Are Saying About US
Check out our Reviews
What We Hear The Most
Do you have the Same questions?
- How long will my money last?
- What is going to happen with social security?
- What is a fiduciary?
- How much money do I need to retire?
- When should I claim social security?
- How should I invest my retirement savings?
- How can I lower my taxable liability?
- How can I create more tax-free income?
- What retirement plans can my business use?
- Is social security taxed?
- If I die, what happens to my business?
- When should I develop a financial plan?
- How can I leave a legacy?
- What happens to my money when I die?
- What is my current net worth?
- What is the different between a Roth 401k and Roth IRA?
- Am I properly insured?
- What are the different types of life insurance?
- What are voluntary benefits?
- How can I make administering my company retirement plan easier?
- Will you coordinate with my attorney and tax teams?
- What is estate planning?