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M.C. Erwin

M.C. Erwin

VP of Wealth Advisory

Capitol Wealth Strategies

Team Lead for : Individual • Business Owner • Institution • Non Profit • CEO • Tech • SaaS • NFL • MDs • Energy

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Capitol Wealth Strategies

VP of Wealth Advisory

Boutique Wealth Firm made of Advisors - Estate Lawyers - CPAs who specialize in making you sleep easier at night knowing you are following a sound and solid plan for wealth protection • accumulation • distribution & transferral.

You matter most !

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Career
Career medium 04

Erwin Capital Protection & Accumulation LLC • President and CEO

Advisor • Wealth QB Liason & Coordinator • Team Lead for Clients & Their CPAs & Estate Attorneys

I help individuals, families and businesses to maximize the balance and synergy of their economic house. Capital accumulation with adequate liquidity and protection are arrived via thorough planning, fact finding, investigation, case design and client centered advice.

• We seek to collaborate with their CPAs and Attorneys or our own ( if warranted ).

• We protect, grow and distribute and transfer your wealth in the most optimal way.

• We look at your tolerance to risk.

• We look at your current situation and goals.

• We look at your preferences.

• We make this about you ! "Client Centric" is not just a word or flavor of the month - our client service is a staple.

Career

M Diamond J Ranch and Realty

Partner

My wife, Julie Erwin, and I seek to acquire Real Estate and Land in order to produce passive cash flow or general growth of land / real estate worth.

We see the future of land and real estate values and position ourselves for long term sustainability of the asset and cash flow potential. Land with mineral and oil and gas rights are a plus.

Call Julie Erwin at 512.808.6898 for advice or market selling, buying or for lease opportunities.

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Career

Dominican Republic President's Circle Convention

Financial Sales & Service Leader Honoree

Met Exceptionally High Production Standards and High Client Retention Scores

MDRT

Associate Member Million Dollar Round Table

Exclusive Association for Top Financial Professionals Meeting Top Tier Sales Production and Client Retention Scores

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Erwin Capital Protection & Accumulation L•L•C

Owner and Advisor

We will give you strategies that are:

> Private and Confidential and Creditor Protected in Texas

> Distributed Tax Free or Tax Advantaged

> Characterized by a Tax Free Wealth to Heirs

> Leaving a Legacy to Heirs and Pass Outside Probate

> Self Funded and Carry Disability, Chronic, Critical, Terminal & Confinement Protection

> Characterized by Increasing Accumulations that Lock In and Do Not Decrease

> Tax Advantaged Assets with 100% Collateral Value - 100 % Smart Money

> Backed by the State Guarantee Fund

Career

Guardian Park Avenue Securities

Client Centric Advisor & Financial & Product Advice for Protection / Growth / Liquidity

Private Wealth Protection ▪ Accumulation ▪ Distribution & Transfer, employing the use of highly effective, consistent and efficient :

■ Touchpoints ~ Emotional & Functional
■ New Business Development & Event Planning
■ Key Center of Influence Networking
■ Primary Relationship Management Skills
■ Administrative and Marketing Strategics
■ Regulatory Implemetation Efforts
■ Communication and Goal Setting

Connector for HNW and UHNW & Deal Team

Growth and Lifelong Learning Plans

Series 7 Certified for Sponsorship
Series 66 Certified for Sponsorship
Series 8 Exam Prep
Series 24 Exam Prep
Series 79 Exam Prep
CFP Track

Markets & Deal Flow for Wealth, Financial and M & A Planning Efforts focus on value creation for :

Individuals
HNW
UHNW
C Level
Non Profits
Private Middle Market Business Owners
Capital Sources
Attoreys
CPAs

Pinpoint Specialized Wealth and Transactio Services and Products for :

*Oil and Gas *Entrepreneurs * Athletes *Pro and College Coaches *Competition Shooters *Art Enthusiasts *Theatre Enthusiasts *Business Sellers / Buyers * Tech *Biotech *Health Science *Philanthropists *CEOs *CFOs *CIOs *C Level *Small Institutional Investors *Intermediaries

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Career
Career medium 04

Texas ISDs Class 3 A ~ 5 A

Athletic Administration / Head Football / Coordinator

Helped Lead BISD to Top Class 5 A Defense Points Allowed ~ 8.2 PPG
Helped Lead BISD to 1st Ever Class 5 A Playoff Victory
Helped Lead BISD to 1st Ever Class 5 A Playoff Appearance

Career

Texas Public Schools

Educational Administration / Educator

Athletic Director and Head Football Coach 9 of 17 years.

Texas A&M University

B.S., Psychology

Texas A&M University

Master of Science (M.S.), Business, Management, Marketing, and Related Support Services

Series 7 Uniform Securities / Series 63 Registered Rep / Series 65 Investment Advisor Program

Non Degree Program, Finance and Financial Management Services

DePaul University ♢ AAMA School for Certified Merger & Acquisition Advisor

Certified Merger & Acquisition Advisor, Private Company Middle Market Quarterback & Deal Team Consulting