Affluent Wealth Management

Meet our Affluent Wealth Management Company In Austin.

Call our Affluent Wealth Management team

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.

Strategic Capital has been Featured on the following Financial Media Platforms:

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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 104 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Rusty Johnson 
 
 
 
 Trustindex verifies that the original source of the review is Google. We’ve been working with Chris, Bobby, and Adam at Strategic Management, and we couldn’t be happier. They respond to every question quickly — and always with thoughtful, useful information that helps us make smart decisions with confidence. What really stands out is how genuinely they focus on our interests and goals as we move into this new chapter of retirement.

They’ve taken the time to understand our priorities and have built a comprehensive plan that aligns perfectly with our future needs. Every step feels well thought out, and that gives us immense peace of mind knowing that the guys at Strat Cap have truly “got this.” It’s a great feeling to know your financial future is in such capable, caring hands.
  
 
      Posted on Google  
   
   Kate Hoedt 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have had a great experience with Chris and Bobby. They were knowledgeable and patient as they helped us navigate the best options for our finances. I would recommend them to any of my friends and family who were looking to do the same.
  
 
      Posted on Google  
   
   Bill Hoedt 
 
 
 
 Trustindex verifies that the original source of the review is Google. Highly recommend working with the team at Strategic Capital. Chris and Bobby 1/ helped us create a financial plan, tailored to accelerate our family’s financial goals, 2/ assisted us every step of the way in converting the plan into action, and 3/ are always there to help or collaborate if we need them.
  
 
      Posted on Google  
   
   Aliz Axmann 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve recently started working with Chris and Bobby, and I’m beyond grateful to have found them.

I’ve worked with a few different financial advisors over the years, but none compare to Chris and Bobby. They are genuinely kind, compassionate, and operate with the highest level of integrity. It’s also very clear that they truly care about helping their clients succeed and doing right by them.

They’re incredibly responsive, attentive, and dependable. Whether I reach out via text or email, they always respond promptly with well thought out, clear advice, and actionable next steps.

Beyond the exceptional customer service, I’ve also been really impressed with how structured and transparent the entire engagement has been. Chris laid out each step of the process clearly from the beginning and followed through on every step. He took the time to explain the financial strategy and investment plan in a way that felt thorough, clear, and easily digestible.

As a small business owner, I also really appreciate how supportive they’ve been, not just of my personal financial goals, but of my business as well.

I feel incredibly fortunate to have found Strategic Capital. For the first time, I truly feel supported and in good hands when it comes to my financial health and future. I highly recommend them to anyone seeking trustworthy, dependable financial guidance delivered with exceptional integrity and genuine care.
  
 
      Posted on Google  
   
   Andi Donner 
 
 
 
 Trustindex verifies that the original source of the review is Google. My husband and I have been working with Chris Hernandez since 2013 and we cannot say enough about how much we appreciate him. He helped us turn a challenging and difficult mess into a robust plan that has worked beyond our expectations. Chris didn’t just give us good advice or a quick fix, he gave us lasting solutions that continue to meet our needs as we age and our lives change.
He supported us as we cared for an aging parent, providing solutions that met our ever changing needs. Because we had Chris to guide us, we were able to care for our loved one the way we wanted to without worrying the money would run out. (I cannot begin to imagine how hard our journey would have been if we had stayed with our previous financial advisor.)
We can never thank Chris enough for how much genuine help he has brought to our family and we cherish the relationship we have built with him over years of being his client.
  
 
      Posted on Google  
   
   Anna Marquez 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have used them for over 5 years. They have assisted me in so many changes.  Paying attention to changes and offering options for my needs. I recommend them to anyone interested in financial support and or retirement
  
 
      Posted on Google  
   
   Matthew Novosad 
 
 
 
 Trustindex verifies that the original source of the review is Google. Chris has been great and is always looking out for my best interests.
  
 
      Posted on Google  
   
   Susanna Patterson 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve have been having an excellent experience working with Strategic Capital. They are knowledgeable, professional, and always take the time to explain everything clearly. I highly recommend their services!

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.

Reach out now to schedule a consult

Affluent Wealth Management

Meet our Affluent Wealth Management Company In Austin.