Strategic Capital - Wealth Management Austin
The traditional model of wealth management does not provide adequate service to sophisticated investors looking to have more control over their future wealth. Your financial advisor shouldn't just focus on growing your wealth, but should also provide exceptional client service, and options that make sense as your life changes. As a leading financial consulting firm in Austin, Texas, Strategic Capital was built on a new approach to wealth management. We utilize proven technology and data driven platforms and services to help clients create the future they dream of. Our Austin based team of financial advisors put your needs first in order to help build sustainable wealth, and give you a way to create a legacy whether through generational wealth transfer, or other strategic possibilities.
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- Financial Planning
- Financial Securities
- Alternative Investments
- Strategic Capital Network
Sentiment Analysis
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.
He not only helped me with a step by step understanding of a 401k with a presentation, but also helped me to set one up through my company.
We use ADP for payroll and even though they are horrible as it relates to customer satisfaction, our 401K is managed by Adam D’Acierno at Strategic Capital.
I have zero knowledge of how retirement plans work and he walked me through the process step by step.
While I was initially hesitant, I feel certain I’ve made the right decision trusting Chris and Bobby with my money and utilizing their financial expertise.
I came to Chris as I needed advice on whether to buy a property in Austin given my personal economic circumstances and the economy in general.
Not only was I impressed with how much work they did for me and my businesses (without charging anything up front), but they went way above what I was expecting to receive.
Great guys, family atmosphere!
I feel secure that the team is monitoring our investments and always available for questions or to give updates.
There advisors are very knowledgeable and show great care with their clients.
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