The Capital Warehouse
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Austin, Texas · One coordinated team

The Capital
Warehouse

Integrated wealth strategy. Proactive planning. One unified team.

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Planned before

the year ends.

Why The Capital Warehouse?

Most people who earn well have a preparer and no planner. The return gets filed in April, after the year is over, when most of the moves that would have lowered it no longer count.

We plan the year before it ends. You get a written tax plan each fall, your retirement money projected, your insurance and estate documents checked, and your CPA, advisor and attorney working from the same plan. When an item needs a specialist, we bring one in from our bench, and the review is at no extra charge.

We're based in Austin, Texas. We don't prepare tax returns and we don't manage investments. Your CPA keeps filing, and if you want investments managed, a registered investment adviser does that.

How We Look After You

One Team, One Plan

Day-to-Day Coordination

Day-to-Day Coordination

Once you're a client, questions get answered, documents get tracked and meetings get set up, so each item on your plan is followed until it's done.

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Proactive Planning

Proactive Planning

A written plan before every year-end, and reviews during the year that catch changes early, while there is still time to act on them.

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Our specialist bench

Our Specialist Bench

A bench of specialists in tax, law, retirement plans, insurance, exits and business, brought in when your situation calls for one. Their reviews are included, and any work they recommend is quoted first.

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Our Process

How We Work

You see real numbers before you pay anything.

1

The Clarity Check and a 15-minute call

The Clarity Check takes about 5 minutes and shows which strategies likely apply to you. Then, if you want one, a 15-minute call to pick the item worth looking at first.

2

The Working Session

We go through your situation together and build a one-page Priority Plan. It's yours to keep whether or not we work together.

3

The Proposal

We come back with a number we've checked on your first priority, and the level of service that fits. Anything worth doing is quoted by the specialist first, and you decide.

Tax Planning
Risk Mitigation
Wealth Management
Legal Coordination
Business Advisory