to help you meet your life goals

How We're Unique

With a background in corporate strategy and over 18 years managing the personal finances of high-net-worth families, Founder Adrianne Yamaki’s capabilities and areas of expertise go beyond the work of the traditional advisor.

The comprehensive nature of her planning and the long-term relationships she develops with her clients create a collaborative and highly-effective partnership and allows her to advise them in all aspects of their finances.

We take the time to get to know our clients – their values, preferences, needs and blind spots – which coupled with our relentless study of the economic, tax and investment changes produces a robust, financial plan. Our goal is to help clients make deliberate, well-informed decisions, so that they are ready for whatever comes their way.

Adrianne Yamaki, CFP®
Founder & Financial Advisor
Strategic Wealth Capital, LLC

As a CFP®, Adrianne upholds the highest fiduciary responsibility to her clients.

About Us

Our Clients & Services

We serve an exceptionally successful select group of high-net-worth corporate executives, entrepreneurs and other accomplished professionals, and their families. We develop and execute comprehensive strategies for our clients to free their time so that they can focus on the people and activities they enjoy most and excel in their own pursuits and careers.

We focus on serving clients with $5mm+ in portfolio assets and income above $500k.

Services include personal financial planning for:

  • Insider and restricted equity
  • Concentrated stock position management
  • Deferred compensation and retirement planning
  • Liquidity management
  • Coordinated tax strategies
  • Family life insurance
  • Gifting
  • Charitable giving
  • Legacy planning

I may say that this is the greatest factor: The way in which the expedition is equipped, the way in which every difficulty is foreseen, and precautions taken for meeting or avoiding it. Victory awaits him with everything in order. Defeat is certain for him who has neglected to take the necessary precautions in time.

— Roald Amundsen

We hope you enjoyed our insights. If you'd like a second opinion about your current financial strategy, please contact us.