Investment Management. Advisory. Capital Market Access

Trusted Advisors

Comprehensive financial advice, solely in your best interest. Creating lasting partnerships.

Tailored Strategies for Successful Entrepreneurs

A dynamic approach to wealth specializing in the unique needs of founders and their families.

Stewards of Your Legacy

Your success is our singular concern and each decision we make together leads to your ultimate goals.

Strategic Family Capital is an approved marketing name used to advertise services provided by B. Riley Wealth Management, Inc. B. Riley Wealth Representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Securities and variable insurance products offered through B. Riley Wealth Advisors, Inc., an SEC- registered investment advisor. Fee-based advisory services offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance. Tax and accounting services offered through B. Riley Wealth Tax Services. Neil Axler, Nick Glennon, and Scott Whitbread are not affiliated with B. Riley Wealth Management nor with any of B. Riley Wealth’s subsidiaries. Paul Dietrich is not affiliated with B. Riley Wealth Management nor with B. Riley Wealth Insurance. Steven Levy is not affiliated with B. Riley Wealth Advisors nor with B. Riley Wealth Insurance. Investments may lose value. Not FDIC insured. Certain services may require collaboration with third parties. Capital markets and investment banking provide through B. Riley Securities, an affiliate of B. Riley Wealth Management. FINRA BrokerCheck

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