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 90 reviews
Kritika Jain
Kritika Jain
2024-06-17
Trustindex verifies that the original source of the review is Google.
We are incredibly grateful for our decision to work with Chris Hernandez at Strategic Capital. From the very beginning, Chris has proven to be a very trustworthy and reliable financial advisor. We often text him with the smallest questions, and he always replies promptly, providing clear and helpful advice. Chris's expertise extends beyond just managing our money; he also helped us secure life and disability insurance, something we previously overlooked but now understand the critical importance of. Additionally, they have great resources and connections, such as CPAs and lawyers, which have been extremely beneficial for our financial planning. This company is truly an asset that we were lucky to have stumbled upon. We couldn't be happier with the service we've received from Chris, Bobby and the entire team at Strategic Capital. We highly recommend them to anyone looking for a secure financial future and thorough, dependable financial advice.
Phoebe Whitted
Phoebe Whitted
2024-06-06
Trustindex verifies that the original source of the review is Google.
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
Trustindex verifies that the original source of the review is Google.
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
Trustindex verifies that the original source of the review is Google.
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
Trustindex verifies that the original source of the review is Google.
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
Trustindex verifies that the original source of the review is Google.
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
Trustindex verifies that the original source of the review is Google.
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
Trustindex verifies that the original source of the review is Google.
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
Trustindex verifies that the original source of the review is Google.
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
Trustindex verifies that the original source of the review is Google.
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!!

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.