We provide full-service capital management designed for ambitious professionals who want their money to work as hard as they do — without the complexity.
Most professionals are too busy building their careers to build a real financial strategy — and it's costing them.
Scattered Investments
Your portfolio is spread across old 401(k)s, random stock picks, and savings accounts earning pennies. There's no cohesive strategy tying it all together.
Lost Time & Opportunity
Every year without a plan is a year of compounding growth you'll never get back. The cost of inaction silently erodes your financial future.
Hidden Fees & Bad Advice
Commission-driven advisors, opaque fund fees, and cookie-cutter portfolios are quietly draining returns you've worked hard to earn.
Our Services
Full-Service Capital Management, Tailored to You
A comprehensive suite of wealth services built around your goals, risk tolerance, and life stage — not one-size-fits-all formulas.
01
Investment Management
Actively managed, diversified portfolios using institutional-quality strategies. We balance growth and preservation to align with your timeline and goals.
02
Retirement Planning
Model your retirement down to the dollar. We build withdrawal strategies, optimize Social Security timing, and stress-test your plan against real-world scenarios.
03
Tax Optimization
Strategic tax-loss harvesting, Roth conversions, and asset location to keep more of what you earn. We coordinate with your CPA for seamless execution.
04
Estate & Legacy Planning
Protect the wealth you've built. We structure trusts, beneficiary designations, and gifting strategies so your legacy transfers exactly as intended.
05
Risk Management
Comprehensive insurance audits and liability planning to shield your family and assets from the unexpected — without over-insuring or paying for coverage you don't need.
06
Executive Compensation
Maximize stock options, RSUs, deferred comp, and equity incentives. We model vesting schedules and build diversification strategies around concentrated positions.
How It Works
Your Path to Financial Clarity in 4 Steps
We've simplified the complex world of wealth management into a clear, guided process — so you always know what's next.
1
Discovery Consultation
A complimentary 30-minute call to understand your financial picture, goals, and what's been holding you back. No pressure, no obligations.
2
Custom Strategy Blueprint
Our team builds a personalized capital management plan — covering investments, tax strategy, retirement, and risk — designed specifically for your life.
3
Implementation & Optimization
We execute the plan, consolidate accounts, reallocate assets, and set up monitoring — all while keeping you informed at every step.
4
Ongoing Partnership
Markets change. Life changes. We meet quarterly, rebalance proactively, and adjust your strategy as your goals evolve — a true long-term partnership.
Client Stories
Trusted by Professionals Across the Country
Don't take our word for it — hear from professionals who made the switch to Finstartd.
"I had three old 401(k)s and no idea what I was doing. Finstartd consolidated everything, built a real strategy, and now I actually understand where my money is going. My portfolio grew 34% in the first 18 months."
MR
Michael Reeves
VP of Engineering, Austin TX
"As a physician, I have zero time to manage investments. Finstartd handles everything — tax-loss harvesting, rebalancing, retirement modeling. Their quarterly reviews are thorough and I never feel out of the loop."
SP
Dr. Sarah Patel
Cardiologist, New York NY
"After selling my startup, I needed serious guidance on how to protect and grow the proceeds. Finstartd built a diversified plan that lets me sleep at night. Best financial decision I've ever made."
JW
James Whitfield
Founder & Entrepreneur, Denver CO
About Finstartd
A Fiduciary Partner You Can Trust
Founded in 2010, Finstartd Capital Management was built on a simple principle: every professional deserves access to institutional-quality wealth management without the institutional minimums.
We're an SEC-registered investment advisory firm operating under a strict fiduciary standard. That means we are legally obligated to act in your best interest — always. Our team of CFAs, CFPs, and CPAs brings deep expertise across investment management, tax strategy, retirement planning, and estate structuring.
15+
Years in Business
98%
Client Retention
42
Team Members
50
States Served
Get Started Today
Your Free Consultation Is One Click Away
No commitments, no sales pitches. Just a straightforward conversation about your financial goals and how we can help you reach them faster.
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Privacy Policy
Last updated: May 21, 2026
1. Introduction
Finstartd Capital Management LLC ("Finstartd," "we," "us," or "our") is committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website finstartd.com and use our services.
2. Information We Collect
We may collect the following types of information:
Personal Information: Name, email address, phone number, mailing address, date of birth, Social Security number (for account setup), financial data, employment information, and investment objectives.
Usage Data: IP address, browser type, operating system, pages visited, time spent on pages, referring URLs, and other diagnostic data.
Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to collect information about your browsing activity.
3. How We Use Your Information
We use the information we collect to:
Provide, operate, and maintain our investment advisory services
Process transactions and manage your accounts
Communicate with you about your account, services, and updates
Comply with legal and regulatory requirements (SEC, FINRA, state regulators)
Improve our website and client experience
Detect and prevent fraud or unauthorized activity
4. Information Sharing and Disclosure
We do not sell your personal information. We may share your information with:
Custodians and broker-dealers as necessary to execute transactions
Service providers who assist in operating our business (under strict confidentiality agreements)
Regulatory authorities as required by law
Professional advisors (attorneys, auditors, consultants) as needed
5. Data Security
We implement industry-standard security measures including encryption, firewalls, and secure server infrastructure to protect your personal information. However, no method of transmission over the Internet is 100% secure.
6. Your Rights
Depending on your jurisdiction, you may have the right to access, correct, delete, or port your personal data. California residents have additional rights under the CCPA. Contact us at [email protected] to exercise your rights.
7. Contact Us
If you have questions about this Privacy Policy, please contact us at:
Finstartd Capital Management LLC
120 Broadway, Suite 3540, New York, NY 10271
Email: [email protected] | Phone: (212) 709-4830
Terms & Conditions
Last updated: May 21, 2026
1. Agreement to Terms
By accessing and using the Finstartd website (finstartd.com) and services, you agree to be bound by these Terms and Conditions. If you do not agree, please do not use our services.
2. Services Description
Finstartd Capital Management LLC provides investment advisory and capital management services. Our services include, but are not limited to, investment management, retirement planning, tax optimization, estate planning, and risk management. All services are subject to a separate Investment Advisory Agreement.
3. No Investment Advice on Website
The content on this website is for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any securities. Past performance is not indicative of future results. All investments involve risk, including potential loss of principal.
4. Eligibility
You must be at least 18 years of age and a legal resident of the United States to use our services. By using our services, you represent and warrant that you meet these requirements.
5. Client Responsibilities
Provide accurate and complete information during onboarding and throughout the advisory relationship
Notify us promptly of any material changes to your financial situation or investment objectives
Review account statements and communications in a timely manner
6. Fees and Compensation
Our fee structure is outlined in our Form ADV Part 2 (Brochure) and individual Investment Advisory Agreements. Fees are typically based on a percentage of assets under management. A detailed fee schedule will be provided before any engagement.
7. Limitation of Liability
To the fullest extent permitted by law, Finstartd Capital Management LLC shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our website or services. Investment returns are not guaranteed.
8. Intellectual Property
All content on this website — including text, graphics, logos, images, and software — is the property of Finstartd Capital Management LLC and is protected by copyright and trademark laws.
9. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions.
10. Contact
For questions about these Terms, contact us at:
Finstartd Capital Management LLC
120 Broadway, Suite 3540, New York, NY 10271
Email: [email protected] | Phone: (212) 709-4830
Cookie Policy
Last updated: May 21, 2026
1. What Are Cookies
Cookies are small text files placed on your device by websites you visit. They are widely used to make websites work more efficiently, provide a better user experience, and supply reporting information to site owners.
2. How We Use Cookies
Finstartd uses cookies for the following purposes:
Essential Cookies: Required for the website to function properly, including session management and security features. These cannot be disabled.
Analytics Cookies: Help us understand how visitors interact with our website by collecting and reporting information anonymously (e.g., pages visited, time on site).
Functional Cookies: Remember your preferences (such as language or region) to provide a more personalized experience.
Marketing Cookies: Used to track visitors across websites to display relevant advertisements and measure campaign effectiveness.
3. Third-Party Cookies
We may use third-party services such as Google Analytics that place their own cookies on your device. These third parties have their own privacy policies governing cookie usage.
4. Managing Cookies
You can control and manage cookies through your browser settings. Most browsers allow you to refuse or delete cookies. Please note that disabling cookies may affect the functionality of our website.
5. Your Consent
By clicking "Accept All" on our cookie banner, you consent to the use of all cookie categories described above. You may withdraw consent at any time by clearing your browser cookies and revisiting our site.
6. Updates to This Policy
We may update this Cookie Policy from time to time. Changes will be posted on this page with a revised "Last updated" date.
7. Contact
Questions about our Cookie Policy? Contact us at:
Email: [email protected] | Phone: (212) 709-4830
