Twin Oak Advisors

Capital Strategies is backed by a longstanding organization of experienced people, exceptional products, and a realistic, needs-based approach to financial strategies. We are committed to helping you meet your financial needs: protecting your family or business, building predictable retirement income, and knowing you will be financially prepared for the future. Our leadership team has over 60 years of combined experience in the industry, we remain committed to the core values our firm was built upon, and we leverage our strength to deliver superior value to all our financial professionals and their clients. The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.

Per Stirling, located in Austin, TX, is a premier financial services and investment firm offering comprehensive wealth management solutions. As an SEC-registered investment advisory company, we specialize in personalized financial planning, expert investment portfolio management, and a wide array of financial services tailored to each client's unique needs. Our experienced financial planners and advisors provide expert guidance on various investment options, including bonds, stocks, and government securities. We offer a range of IRA accounts, including Educational, Traditional, Roth, SEP, and SIMPLE IRAs, as well as brokerage accounts and variable annuities.

Venturi Wealth Management is a leading financial advisory firm based in Austin, TX, offering wealth management and investment solutions to business owners, entrepreneurs, and successful families. With a focus on personalized financial plans, tailored investment strategies, and objective advice, Venturi provides comprehensive services including alternative investments, equity compensation planning, business owner exit planning, and private foundation management. As an independent and transparent firm, Venturi is dedicated to meeting the unique needs of its clients, who are often executives, entrepreneurs, or individuals going through major financial transitions. With a team of experienced professionals and a commitment to education and innovation, Venturi has been recognized as one of the top RIA firms in America by Forbes and named one of the best financial advisory firms by USA Today.Generated from the website