Principals, operators, and partners with complementary expertise — built around clients who require more than a brokerage relationship.
EA, MBA, and a complete FINRA credential stack spanning the full securities spectrum. Mustaque brings the regulatory infrastructure and compliance architecture that makes CSW's advisory model executable at scale. He operates at the intersection of tax expertise and securities compliance — every client relationship properly supervised, disclosed, and protected.
LinkedInQueens-raised, Houston-based. Built Fortitude Strategic Wealth from lived experience — loss, persistence, and the conviction that clients who've built real wealth deserve advisors who've actually earned the right to sit across from them. At CSW, Sham leads client relationships, firm strategy, and the ecosystem coordination that distinguishes a genuine family office from a brokerage account.
LinkedInRose is the operational architecture behind CSW and Fortitude Strategic Wealth. As COO, she manages the systems, processes, and client experience infrastructure that allows the advisory team to focus entirely on clients. The House runs because of Rose — felt from the first touchpoint to the last deliverable.
LinkedInRachel leads growth, marketing operations, and client experience infrastructure across the Fortitude ecosystem — including CSW. She manages the brand systems, digital presence, and acquisition workflows that allow the advisory team to scale without sacrificing the principal-led client experience. Global perspective, operational discipline, and a builder's eye for what makes a firm feel intentional from first touch to long-term relationship.
LinkedInLeads investment strategy through Lilliano Capital — the institutional engine behind CSW's portfolio construction via Soulence Wealth Management II. Over two decades across equities, options, derivatives, and alternative investments. Jacob's mandate: deliver disciplined, risk-managed, tax-aware portfolio execution at the institutional level, customized around long-term growth and capital preservation.
LinkedInInvestment advisory fees are disclosed in full in each client's written advisory agreement and in the firm's Form ADV. Where CSW principals hold other licenses or affiliations, these are disclosed in full in the applicable client agreements. Clients are never required to use affiliated services.
Capital Strategic Wealth, LLC offers advisory services through Soulence Wealth Management, a registered investment adviser. Registration does not constitute an endorsement by the SEC nor indicate a particular level of skill or training. Full Disclosures →