Strategic Capital Powered by Waterloo

Client success should always come first for a financial planner, but we found conflicts of interest throughout the industry. In fact, some organizations are forced to use products because their company is limited the products they can offer. Sadly, we've seen it first hand in the portfolios some clients brought us from prior relationships, and we love helping them get back on track. We founded Strategic Capital specifically to put our clients first. That was our mission from the outset. We knew that being independent advisors was the only way we could create it. This allows us a wide range of investment options, unlike an advisor who is not independent. We're accountable to create financial independence for our clients!