Affluent Wealth Management

Meet our Affluent Wealth Management Company In Austin.

Affluent Wealth Management Strategies and tooling to build & transfer  generational wealth

We help craft bespoke planning for affluent wealth management needs. if you are in the Austin Area and have a net worth of 2 million or more, you need to be talking with a wealth management firm. We are a financial consultant for those with high net worth, looking to build and transfer generational wealth, while securitizing against many different types of risk. Those who are interested in getting unique, innovative insights based on data, technology, experience, and understanding.

Affluent Individuals & Families

Our process: Wealth carries various meanings. Our team of financial advisors looks to identify what truly matters to our clients and create innovative solutions to enhance the lives of our clients and their loved ones. Money has many uses but we do have all the same needs as one another. By identifying needs and wants we are able to put true intention into the assets you have accumulated and turn those assets into tools for your success, now and in the future.

Portfolio Management

Our team of advisors works with you to create investment objectives specific to your unique needs whether in the public or private sector of investments.  Our private alternatives analysts and public markets analysts then create a portfolio allocation based on your own investment objectives. Our alternatives analysts are constantly performing due diligence on private opportunities; while our public markets team continuously monitors allocations to find areas of opportunity identified by our proprietary artificial intelligence, Newton. Using these strategies we can better identify trends in the private and public markets to further enhance your portfolio’s objectives.

Financial Planning

Our advisors specialize in architecting solutions driven to accomplish your goals – now and in the future. We believe individuals should be intentional with their wealth. In order to do that we need to create a financial map.  We comprehensively analyze your current financial situation in multiple areas of finance such as investments, taxes, savings, retirement, estate coordination, insurance and more. Your current financial outlook and any previous planning help us identify your current path and enable us to identify and correct any shortcomings resulting in a newly created recommended path moving forward with a greater likelihood of success. Our goal is to find efficiencies in your current strategies to increase your probability of success now and in retirement.

  • Current Plan vs. Recommended Plan
  • Investment Management
  • Wealth Transfer
  • Estate Planning
  • Risk Management and Insurance Solutions
  • Retirement Plans
  • Tax Coordination

Risk and Insurance

You have worked harder than most to accumulate and grow your wealth. Our goal at Strategic Capital is to help you protect your wealth by mitigating or eliminating unforeseen risks. Whether you want to protect yourself during your working years, ensure a great standard of living in the event of a Long-Term Care need or leave a lasting legacy. At Strategic Capital, we possess the knowledge and tools to help you accomplish your dreams!

  • Term Insurance
  • Permanent Insurance
  • Disability Insurance
  • Long Term Care Insurance

Tax Coordination

THE + IRS = THEIRS! Without a comprehensive plan encompassing tax strategies at your disposal, you may be paying more taxes than needed. Our process involves working with your current tax team to help lower your tax bill by coordinating strategies to help reduce liabilities now and in the future. If you do not currently work with a tax team, we have cultivated relationships with CPAs across the country whose different specialties can satisfy your specific needs. Education is the key to empowerment!

Ian Desmond
Ian Desmond
2022-03-15
Been a pleasure working with Strategic Capital. There advisors are very knowledgeable and show great care with their clients. Highly recommended!
Juan Leija
Juan Leija
2022-01-12
I want to start off by saying that I’m super thankful for all the help Adam, Chris, and their team have provided me. They have helped me find solutions for myself and my business with great communication and execution. Their coordination with my CPA to provide a strategy to operate at my best. Most importantly they’re a great team that treats me like family and are there when I need them.
Brian Butz
Brian Butz
2022-01-08
I appreciate how mutual understanding was created through economy of words that did not confuse me as we spoke of financial jargon, that can be super intimidating. I had the best experience with Adam in the company that I have ever had with any other financial institution. Highly recommended, good people, competent, will definitely help you accomplish your goal.
Keyla Maggessy
Keyla Maggessy
2022-01-05
Chris and Bobby are simple amazing. When I found them online, I had no idea they would become such an important part of my family’s financial planning. They’re professional, knowledgeable, and responsive and always act with our best interest at heart. Even though they have a good variety of investment and planning options to offer, they never pressure us to go one way or another. They’re just always there to help guide, and support. It doesn’t hurt that they’re also such nice people. My husband and I always have a great time when they come over to review stuff over a glass of wine!
Christopher Burns
Christopher Burns
2022-01-04
Chris and Bobby have been amazing to work with! Their knowledge and resources have proven to be a tremendous asset to our financial well-being. Thier ability to invest in various financial products including alternative investments have balanced our portfolio nicely. Very trustworthy, transparent, and responsive.
Lauren Cha
Lauren Cha
2021-11-23
Bobby Russell was a pleasure to work with. He is professional and knowledgeable and has a very warm and friendly demeanor. I always felt comfortable asking him questions, and that he had my best financial interests in mind. I would highly recommend his services.
RememberBackWhen
RememberBackWhen
2021-11-22
Amazing people! Chris H. is the best. Far exceeded my expectations.
Stephen Maestri
Stephen Maestri
2021-11-22
Over the last 10+ years I have trusted in Bobby Russell to assist me in all manner of financial counsel. As a man of integrity, he has continued to impress me with his ongoing commitment to excellence and attention to detail. His willingness to go above and beyond in insuring you have a full understanding of any process has guaranteed a client for life. I cannot recommend Bobby and his team at Strategic Capital enough to anyone looking to plan for their future.

Meet your Austin Affluent Wealth Management Team

Adam D'Acierno

Adam D'Acierno

Founding Partner - Financial Advisor

adam@strat-capital.com

I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.

Bobby Russell

Bobby Russell

Founding Partner - Financial Advisor

bobby@strat-capital.com

My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.

Chris Hernandez

Chris Hernandez

Founding Partner - Financial Advisor

chris@strat-capital.com

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.

Affluent Wealth Managers

Chris Hernandez, Bobby Russell, Adam D’Acierno and the team at Strategic Capital are specialists in Affluent Client Wealth Management. They are the Austin Affluent Wealth Management team because they understand it’s different for those with substantial wealth. Different challenges, different risks, different opportunities, different exposures.

We know what you’re facing – we can help you craft a wealth sustainability and transfer plan, while helping you get the most out of your financial life. We are fiduciaries who specialize in Affluent Wealth Management.