A Wealth Management Firm that understands you
We are a Strategic Financial Partner that can help you grow and protect your wealth
We are Financial Advisors that take a holistic approach to your complete financial picture. First and Foremost we are Fiduciaries, and have your best interest as our focus.
We offer traditional Market offerings (stocks, bonds, mutual funds, and ETFs) to our clientele, including other, more sophisticated offerings in the public markets.
Alternative Investments can help sophisticated and accredited investors meet financial goals and hedge market disruptions. We can help you navigate prudent Alternatives.
What Our Clients Are Saying About Us
Check out the Reviews about our Wealth Management Firm
The Strategic Financial Advisor Advantage
The traditional model of wealth management does not provide adequate service to sophisticated investors looking to have more control over their future wealth. Your financial advisor shouldn’t just focus on growing your wealth, but should also provide exceptional client service, and options that make sense as your life changes.
As a leading Wealth Management firm in Austin, Texas, Strategic Capital was built on a new approach to wealth management. We utilize proven technology and data driven platforms and services to help clients create the future they dream of. Our Austin based team of financial advisors put your needs first in order to help build sustainable wealth, and give you a way to create a legacy whether through generational wealth transfer, or other strategic possibilities.
Wealth Management in Austin that is Built For You
We’ve brought the right people together to challenge the established thinking and drive transformation – giving you better investment options – Options that can grow and protect your wealth
Founding Partner - Financial Advisor
I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.
Founding Partner - Financial Advisor
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
Founding Partner - Financial Advisor
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.
In Austin – we’ve proven that we can deliver a better customer experience in the World of Wealth Management
Here’s how we do it for our client’s
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.
We’ve got a great mix of clients and resources built to help you with your wealth management needs. Our experience and our dedication to always improving our offerings can have an impact.
No plan is the same when it comes to Wealth Management. We build bespoke plans based on your needs and your goals.
We do in-depth analysis on your current financial situation, and offer strategic insights along the way to help you craft the plan that’s built for you. Let us show you what’s possible in Wealth Management.
Implementation of Solutions
We do not stop at plan design. yes – we have access to world class and institutional financial tools and access to some of the best minds in welath management. Our team knows how to execute on proper planning and how to plan for bumps in the road that come along sometimes on the way to retirement.
Monitor and Repeat
We Reassess your planning frequently. 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 – and we can give you options to pivot comfortably as things change. We look at every relationship as long-
MEET A WEALTH MANAGEMENT COMPANY THAT PRIORITIZES YOUR NEEDS
Find a Financial Advisor in Austin that systematically works on a single focus – your benefit in the management of wealth, business, and individual planning. We can provide alternative investments for sophisticated investors. Our Wealth Management Team is a call or click away.
Financial Questions we Hear The Most
Do you have the same questions regarding your finances, retirement, business, or risk management?
- 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?
- How can a Financial Consulting Firm Help my Business?
- 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?
- Do I need a Financial Advisor?
Why Strategic Capital is a great choice among Wealth Management Firms in Texas
Let’s craft your financial future together – We’re a Financial Advisor that Cares about you
Financial Planning 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 your journey. 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, using a vast array of strategies and solutions to serve all your financial needs.
Your family is important, and your needs will always be changing – sometimes minimally, and sometimes there are big changes. We are perfectly positioned as an advisor to help you navigate these changes in your financial world and beyond. We utilize best practices, proven platforms, familiar language and focused attention to our client’s needs to deliver the best client experience in wealth management. We are a financial advisor in Austin that cares about every detail, and wants to help you get to where you want to be.
Strategic Planning for your Business
At Strategic Capital, we are a solutions architect. From a business perspective, while we specialize in providing services and solutions to business-sponsored benefit plan needs, our network of trusted consultants specialize in all things business. As you evolve and grow, so do your needs, and the Strategic Capital Team has solutions for you at every stage of your business. We use a holistic approach and help you understand all viable options in business planning, to ensure you can make the right decisions for your unique roadmap.
Business Financial Planning is about more than investment options in a 401k – other advanced planning techniques can help you grow wealth in different ways, with more attention to risk management, or help to strategically optimize exposure to investments to grow wealth. We also work hard to hellp you improve your level of comfort and understanding of what is available, and plan for future needs. You can trust this Financial Consulting Firm.
Wealth Management for your 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 those investments to keep everything on track. But we recognize that growing wealth is not the only thing that matters. Having protection in place through strategic insurance design that helps mitigate risk is also important. So is incorporating your lifestyle changes, business needs, appetite for risk or volatility, and management of your needs as time goes on. We are positioned to help you understand all the best practices, and offer options that can help you feel comfortable with the future you’re building.
We designed a team of dedicated Financial Advisors and Wealth Management Professionals that are well known for the contributions they have made to their consulting specialties. We’d love to chat with you about what we can bring to the table.