Build Capital

Service Resources

These resources provide an overview of Build Capital's advisory process, portfolio oversight approach, retirement transition planning, and risk management review framework.

01

Capital Alignment Review

A structured review of portfolio allocation, retirement readiness, liquidity needs, risk exposure, and long-term capital priorities.

02

The Build Capital Framework

Define. Design. Reinforce. Refine. A disciplined process for aligning capital with long-term objectives.

03

Retirement Transition Planning

Guidance for professionals and families preparing for retirement income, portfolio withdrawals, tax-aware coordination, and risk management.

04

Risk Management Review

A review of portfolio risk, liquidity needs, insurance exposure, income protection, and long-term planning vulnerabilities.

This material is for informational purposes only and should not be construed as personalized investment, tax, legal, accounting, or estate-planning advice. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or protect against loss. Clients should consult their attorney, CPA, or other qualified professional regarding their individual circumstances.

Build Capital

Independent Fiduciary Advisory
Founded by Steven Castro
Phoenix, Arizona

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[email protected]

480-276-2219

Phoenix, Arizona
Virtual meetings available

© 2026 Build Capital. All rights reserved.Privacy Policy

Investment advisory services are offered through EXOS, a Registered Investment Adviser. EXOS and Build Capital are unaffiliated entities. Build Capital is not affiliated with or endorsed by any government agency. This website is for informational purposes only and should not be construed as personalized investment, tax, legal, accounting, or estate-planning advice. Build Capital does not provide tax or legal advice and does not draft legal documents. Clients should consult their attorney, CPA, or other qualified professional regarding their individual circumstances.

Investing involves risk, including the possible loss of principal. No investment strategy, asset allocation, or planning approach can ensure a profit, protect against loss, or guarantee future results. Past performance is not indicative of future results. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty, including the obligation to act in a client's best interest and disclose material conflicts of interest. Additional information, including services, fees, and potential conflicts of interest, is available in the firm's Form ADV Part 2A and Form CRS.

Client assets remain in the client's name and are held with an independent third-party custodian. Build Capital does not take custody of client assets. Build Capital coordinates with clients' attorneys, CPAs, tax professionals, and other advisers as appropriate, but does not replace those professionals or provide services outside the scope of investment advisory guidance.