The traditional model of wealth management does not provide adequate service to future thinking individuals. Your financial planner should not only provide options for potentially enhancing your wealth, but should also provide exceptional client service. As one of the leading financial consulting firms in Austin, Strategic Capital was built on a new approach to wealth management.
We put the intention back into money so that our clients can create the future they have dreamed of. Our Austin area investment advisors put your needs first in order to help build sustainable wealth. At Strategic Capital, we take a client first approach to wealth management in Austin, TX.
We put the intention back into money so that our clients can create the future they have dreamed of. Our Austin area investment advisors put your needs first in order to help build sustainable wealth. At Strategic Capital, we take a client first approach to wealth management in Austin, TX.
Services
About
Report
Adam D’Acierno – Austin, TX
Report
Most of the financial world views wages and benefits as the company's biggest expenses. Because of the understanding I bring from my background in human resources, my practice is built on a contrarian approach. It's fine by me when I'm accused of being eccentric for building my business on making a difference in the lives of my clients and their employees.
Bobby Russell – Austin, TX
Report
I grew up in a family of six that prided themselves on being financially disciplined and conservative. I was searching for a way to apply these concepts through my degree in Finance. As President of the Student Ambassadors for the McCoy College of Business, I met my mentor in the financial services industry.
Chris Hernandez – Austin, TX
Report
After beginning my career in a business built on selling products, I discovered that most of the financial planning industry is built on a broken model. Advisors inside of most companies are required to focus on strategies that make the most money for the business. It's harder to help clients with what they truly need when your boss is constantly focused on selling them products.
Chad Benoit – Bastrop, TX
Report
During the years I owned a medical equipment business, my financial advisor built a portfolio for me that included income protection strategies. In the great recession of '08, I discovered friends and family didn't have this same financial protection from their advisors.
With so many friends concerns about the future increasing because of the lack of financial security, I was able to lean on my portfolio to transition into a career that allowed me to spend more time with my family.With much gratitude, I truly wanted to help others in the same way. So I joined the firm to become an advisor myself.
With so many friends concerns about the future increasing because of the lack of financial security, I was able to lean on my portfolio to transition into a career that allowed me to spend more time with my family.With much gratitude, I truly wanted to help others in the same way. So I joined the firm to become an advisor myself.
Reviews
Be the first to review Strategic Capital.
Write a Review