Windfall Investing in Austin

Meet our Austin Wealth management Company – a partner for your Windfall Investing needs.

Windfall Recipients – Sustainable Investing

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.

Excellent
Based on 50 reviews
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 Windfall Investing 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.

Austin Windfall Investing Team

Chris Hernandez, Bobby Russell, Adam D’Acierno and the team at Strategic Capital are dedicated to providing you with compassionate, experienced advisors to help you when you need it most. They know how to help you grasp newfound wealth, use it prudently to accomplish goals, and protect it with proper risk management. The Strategic Capital team is a Windfall Investing Advisor that has the know-how to help you get clarity, craft a roadmap and guide you, while you do the actual decision making. We are advocates, fiduciaries, and professional wealth managers. Reach out and see why we’re different.