Strategic Planning
for Corporate Executives

“We are the personal financial consultants for a select clientele of Bay Area corporate executives.”

Adrianne Yamaki, CFP®

Founder and Managing Director

How can you be strategic with your wealth when you have little time to address it?

For many corporate executives, the demands of work and family leave very little time for day-to-day financial matters, let alone the pivotal decisions that can have a significant long-term impact on your wealth. Our purpose is to help our clients make strategic wealth decisions, through a comprehensive and proactive wealth management program designed for busy executives.

Serving as your personal financial consultant, we help you capture opportunities to grow your assets, protect against various types of risk, and save tax over the long term. This often involves reviewing your corporate benefits, allocating wealth to a diversified portfolio, or navigating shifts in your career or family life.

Executive Wealth Strategy

Portfolio Management

Family Wealth

In the long run, strategy always beats speculation. That’s why we design your investment portfolio to align with your overall financial goals and strategies, and we make proactive adjustments as you move into new stages of life, work and family.

We work to provide insight to help you balance work and family life, resources to ensure you’re prepared for the unlikely, and financial strategies to help you grow, protect and transfer wealth to the rising generation.

“There are certain pivotal decisions in your life and career that are as important as they are complicated. Having a consultant who knows you extremely well, has a similar background and has taken the time to research the situation at hand – that’s how you make those decisions work for you.”

Adrianne Yamaki, CFP®

Founder and Managing Director

How do we create value for our clients?

10+ years as financial specialists for executives

Our unique features and advantages include:

Professional experience in corporate roles

Small circle of clients to allow for high-touch service

Efficient, tech-enabled process

Proactive approach to pursuing goals

Knowledge of corporate benefits and compensation, including RSUs, ESPPs, NQSOs and ISOs

Detailed research and due diligence

Independent and objective

Family-office style of comprehensive advice

Guidance around corporate benefits and deferred compensation

Our comprehensive services for executives include:

10b5-1 plans and Rule 144 trades to help maximize company stock

Diversifying concentrated positions

Comprehensive retirement planning

Income projections and cash flow planning

Estate and legacy planning

Tax-efficiency strategies

Custom portfolio management

Goal setting and lifestyle planning

Wealth protection and insurance strategies

Charitable giving

Guidance through career and life changes

Coordination with your lawyer and accountant

Our resources and
partners include:

TD Ameritrade

eMoney

Sanctuary Tax and Family Office

Professional network of attorneys and accountants

Named a 2019 MAKER

Our professional and educational accomplishments include:

Speaker at the
Women's Leadership Summit 2018

Working Mother Magazine’s List of
“Top Wealth Advisor Moms” 2017 and 2018

M.B.A., University of Chicago,
Booth School of Business (2006)

Beginning in 1998, Adrianne Yamaki spent six years as a senior financial advisor before leaving to pursue her MBA at the University of Chicago.

After completing her degree, she returned to the financial services industry as part of a leading management consulting firm in New York, where she developed strategies for several global investment banks. She was then recruited to a major credit card company as a Senior Manager of Strategy & Business Development. This combination of education, financial services expertise and corporate experience became the foundation of the advisory practice that she began building in 2009. Shortly thereafter, Adrianne had the first of her three children and has since been recognized in the industry for her passion as a working mother.

In 2019, Adrianne launched Strategic Wealth Capital as an independent firm serving a highly select clientele of corporate executives, to whom she provides both technical expertise as well as personal insight. She helps clients manage the complexities of their wealth, while supporting broader priorities like balancing work and family life, and being financially strategic within a busy lifestyle.

A lifelong learner and a perpetual teacher, Adrianne holds a BA in Economics and French from Mills College, has studied at Institut d'Etudes Politiques ("Sciences Po") in Paris, France, and is a CFP practitioner. Her husband Rick is a pilot for Alaska Airlines, and they live with their daughters Audrey, Elizabeth and Michele and their dog Roger in San Francisco. In her spare time, she enjoys hiking, running half-marathons and cooking. She is also a highly active trustee at the preeminent museum for children in San Francisco, the Bay Area Discovery Museum.

Adrianne Yamaki, CFP®

Founder and Managing Director

Strategic Wealth Capital
345 California Street, Suite 600
San Francisco, CA  94104
T. (415) 508-3858  |  StrategicWealthCapital.com

Securities offered through Sanctuary Securities, Member FINRA and SIPC. Advisory services offered through Sanctuary Advisors, LLC, an SEC registered investment advisor.