McDaniel Wealth Group
Financial Advising & Wealth Management
James McDaniel at U.S. Capital Wealth in Austin is a fiduciary advisor providing comprehensive financial planning and investment guidance to individuals, families, and businesses. He delivers personalized, holistic strategies by deeply understanding client goals and collaborating with estate planning attorneys and accountants. James also offers family office services, including due diligence on complex investments such as private equity and real estate, to help clients make informed, strategic decisions.
Our Solutions
Holistic Wealth Planning and Advisory
Your Content Goes HereTailored wealth strategies, expertly crafted to preserve and grow your legacy
Financial and Retirement Planning
Your Content Goes HereComprehensive planning solutions aligned with your priorities
Investment Management
Your Content Goes HerePrecision-driven investment management, personalized to align your portfolio with your purpose, goals and objectives.
Strategic Business Growth, Valuation, and Exit Planning for Business Owners
Your Content Goes HereStrategic guidance for business owners to accelerate growth, unlock value, and navigate successful exits with confidence.
Family Office Consulting
Your Content Goes HerePurpose-built solutions for structuring your family office to preserve wealth and family values across generations.
Hedging Portfolios and Concentrated Equity Positions
Your Content Goes HereBespoke strategies to manage risk and enhance income across your portfolio and concentrated equity holdings.
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