New Money

Substantial wealth has bestowed itself upon you! Whether due to good fortune or loss of a loved one, your financial situation has drastically changed. We are here to help you navigate your newfound wealth to avoid the old adage of “more money more problems”.

Lump Sum

Somehow you have come into a large sum of capital and that can be both exciting and overwhelming at the same time. From figuring out taxes to planning how to make your assets last, you have a whole new set of responsibilities to address. Our team of advisors strives to educate you with the information needed to empower you to make prudent financial decisions.

Large Stock infusion

Your hard work is paying off and you are starting to recognize the fruits of your labor. We help our clients navigate the waters of these special forms of additional compensation in the most efficient ways possible. Whether your new shares are part of a private, small or large public entity, our team is well-versed in all the questions to ask and the scenarios that may present.

Settlement

By the time you have taken receipt of your settlement, you like most, are probably tired and ready for a break from the stresses that can come with any type of situation that involves a financial settlement. Our team is here to help you optimize what can feel like a daunting process by providing an understandable, manageable plan to help you keep and give intention to your hard-fought settlement assets.

Life insurance beneficiary

Our condolences go out to you and your family during your time of loss. Our team is here to help make sure your life continues on the way your loved one would have wanted for you in their absence. Whether replacing income or creating a lasting legacy, your Strategic Capital team has the expertise and tools to support your specific needs.

Sale of Business

It is time to reap the rewards from the seeds you have sewn from all your years of hard work. With an influx of new capital and time, now is time to envision and shape your new life. It is time to recognize your new reality and begin to evaluate and amend your financial plan to encompass your new wealth. From taxes, to investing, to estate planning and legacy our job is to leave no stone uncovered so you can shift your time and focus from running a business to whichever new endeavors you desire.

Contact your

strategic Team

Adam D'Acierno

Founding Partner

Bobby Russell

Founding Partner

Chris Hernandez

Founding Partner

New Money

New Money

Lump Sum

Large Stock infusion

Settlement

Life insurance beneficiary

Sale of Business

Contact your

strategic Team

Adam D'Acierno

Bobby Russell

Chris Hernandez

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