#30 Wealth Management Strategies to Grow and Protect Capital
Discover wealth management strategies to grow and protect capital with Carlos Cardenas, offering mid-stage investors expert insights on planning, risk, and building lasting financial success.
Wealth Management Strategies for Mid-Stage Investors
In this episode, wealth advisor Carlos Cardenas reveals how mid-stage investors can navigate markets with clarity and purpose. From strategic planning to real estate due diligence, discover actionable wealth management strategies that balance growth with risk control—so you can allocate capital with confidence and build lasting financial success.
Key Takeaways for Mid-Stage Investors
- Strategic Planning Wins in Any Market – A disciplined plan outperforms market timing.
- Values-Driven Wealth Management – Align investments with personal goals for better long-term outcomes.
- Fee Transparency Matters – Understand advisory fee structures to protect returns.
- Tailored Strategies for Growth – Different investor profiles require unique allocation approaches.
- Real Estate Risk Awareness – Due diligence and sponsor evaluation are critical before committing capital.
- Steady Beats Flashy – Incremental gains compound into significant wealth over time.
- The Power of a Coach – Expert guidance helps avoid costly mistakes and accelerates progress.
Chapters
00:00 – Introduction to Strategic Wealth Planning
02:59 – Carlos Cardenas: From Art Dealer to Wealth Advisor
06:00 – The Role of Fiduciary Duty in Wealth Management
09:10 – Understanding Fee Structures in Wealth Advisory
11:47 – Case Studies: Tailored Wealth Strategies
14:56 – The Importance of Peace of Mind in Wealth Management
17:59 – Real Estate Investment Strategies and Risks
21:42 – The Emotional Side of Investing
24:52 – Evaluating Investment Sponsors
27:34 – The Importance of Team in Investments
29:04 – Understanding Client Profiles
30:36 – The Slow and Steady Approach to Wealth
32:35 – The Role of Coaches in Financial Success
33:09 – Personal Investment Preferences
35:59 – Balancing Alternative and Traditional Investments
Credits
Sponsored by Real Advisers Capital, Austin, Texas
If you are interested in being a guest, please email us.
Disclaimers
“This production is for educational purposes only and is not intended as investment or legal advice.”
“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”
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Carlos Cardenas
Wealth Advisor at Austin Wealth Management
Carlos Cardenas is a seasoned wealth advisor and alternative investment strategist with over two decades of experience spanning commercial real estate, private equity, fine art, healthcare, and technology startups. As Wealth Advisor at Austin Wealth Management and Chief Investment Officer of White Tiger Capital, he blends deep financial expertise with creative problem-solving to help clients design lives of abundance, security, and purpose.
Carlos’s career is as diverse as it is distinguished — from orchestrating a world-record art auction during his years as a high-value art dealer in Paris, to structuring high-yield private investment vehicles and managing complex portfolios for family offices. His unique approach integrates strategic planning, relationship-building, and a focus on multigenerational wealth preservation.
Born in Paraguay and raised in San Antonio, Texas, Carlos’s global perspective is shaped by nearly 20 years living in Paris and fluency in English, French, and Spanish. His ventures have included founding Alamo Fine Art, leading syndications in commercial real estate, and serving as co-founder and CEO of a luxury telemedicine brand.
