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!
Meet your Austin Affluent Wealth Management Team
Adam D'Acierno
Founding Partner - Financial Advisor
I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.
Bobby Russell
Founding Partner - Financial Advisor
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
Chris Hernandez
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.
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.