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Devoted to Your Success

Your Trusted Fiduciary Guide to Financial Independence

A Financial Process Designed to Support Widows

A Financial Process Designed to Support Widows

Losing your spouse is a devastating experience that leaves you reeling, both emotionally and financially. We provide financial guidance for widows that honors your grief while helping you move forward. Find out how our team will support you through the entire process.

Austin-based Fiduciary Investment Management Services

Wealth Management

We get to know you so we can help you make the most of your funds and organize strategies to help you achieve all your financial goals.

Retirement Planning

Our strategic team will help you determine what your retirement goals are and create strategies to help you financially prepare for the next season of life.

Financial Planning

At Strategic Investment Management, we help you prioritize your needs and goals to help you financially prepare for the future – no matter what your future looks like.

Insurance Analysis

Receive a comprehensive analysis of your insurance and protection needs to help you and your family feel confident.

An Approach Centered Around You

An Approach Centered Around You

At Strategic Investment Management, we design the financial advice we give around your goals, values, and objectives for your future. We act as an advocate and guide to help you navigate the financial service industries. Our team of highly specialized fiduciary financial advisors located in Austin, TX take the time to understand our clients’ needs so we can create a more effective partnership – one that allows us to help you achieve your financial goals so you have the freedom to focus on what matters most.

Who We Work With

Starting Out

Starting Out

Pre-Retirees

Pre-Retirees

Retirees

Retirees

Business Owners

Business Owners

Your Trusted and Experienced Fiduciary Financial Partners

Your Trusted and Experienced Fiduciary Financial Partners

Strategic Investment Management is a fiduciary financial services firm located in Austin, TX, that is committed to helping you. After seeing so many people struggling with common financial challenges, we are here to give you the guidance you need for your lifelong journey to financial independence. For families and individuals, we are committed to providing personalized attention without conflicts of interest so you can develop a trusting relationship with us – your trusted financial partners. 

Specialized Investment Management Services

Specialized Investment Management Services

Our team at Strategic Investment Management is located in Austin, TX, and is committed to helping you. We're composed of wealth management professionals that encompass a whole spectrum of the financial industry knowledge to provide you with services such as wealth management, retirement planning, financial planning, and insurance analysis. Through these services, we’re committed to helping protect your assets, preserving your purchasing power, developing a long-term rate of return, and most importantly, delivering customer service with integrity.

Additional Resources

Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.
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Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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Tell Us How Strategic Investment Management Can Help You

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