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!

Excellent
Based on 89 reviews
Phoebe Whitted
Phoebe Whitted
2024-06-06
These guys have made our dreams come true. It’s so nice to work with such capable, caring and trustworthy folks. Would recommend you call them and get on track with your financial future plans.
Rachel Burrows
Rachel Burrows
2024-04-24
I cannot recommend Adam, Chris, and their team enough. As fiduciaries they are of invested in your future, but it is clear they truly care about you as an individual. My husband and I found them to be honest, patient, kind, low pressure, and offering sound financial advice and planning for asset growth and wealth management. We feel confident we are in excellent hands and feel secure in our future. Thank you, Strategic Capital!
Enrico Burrows
Enrico Burrows
2024-04-24
After speaking with Adam and Chris, both my wife and myself feel like we are working with the right financial advisors. They took their time reviewing all of our current assets and provided an excellent plan for the future for our family. Highly recommend.
Gino Valle
Gino Valle
2024-04-11
If I could give more stars, I would. Chris, Bobby, and Adam have truly exceeded my expectations. They bring a perfect blend of professionalism and personal touch to managing my finances, treating them as if they were their own.
Katie Miller
Katie Miller
2024-02-02
I’ve been working with Strategic Capital through my employer since 2016 solely for my retirement plan and they’re now my chosen route for personal finance as well. My advisor, Chris, is hands-on, always available, and incredibly knowledgable in this ever-changing market. I know that I’m in good hands and couldn’t recommend them more!
Kamile Ishiyama Dotson
Kamile Ishiyama Dotson
2024-02-02
My husband and I have been working with Strategic Capital since 2008 and have built a lot of trust. Chris has always provided excellent guidance to us, been extremely accessible, and gives us options that best suite our situations.
Lara Wilson
Lara Wilson
2023-11-13
Strategic capital was awesome to work with for some retirement savings advice and general financial advice I needed recently. I oftentimes get overwhelmed with financial conversations and Adam helped me get through some of the trickier or more confusing parts and I felt great afterwards and very comfortable with how to allocate my money. These guys are the real deal! Highly recommend.
Laura Saunders
Laura Saunders
2023-11-12
I have been working with Bobby and Chris for over 4 years. They have been absolutely fantastic in collaborating with our family to find a balance with our investments. I cannot recommend them enough if you are looking for a financial advisor who takes a personalized approach.
Cheri Witt
Cheri Witt
2023-11-06
Adam, Bobby and Chris go over and above to take care of their clients! To find financial advisors who actually listen to the needs of the clients is rare! I wouldn't trust anyone else with my investements!!
Kelly Erb
Kelly Erb
2023-10-26
Strategic Capital Partners has truly exceeded our expectations! We have been using them for over 4+ years, and they have provided invaluable financial insight and guidance to our Team. We highly recommend their service to anyone seeking financial expertise!

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.