Services

Durable wealth requires coordinated oversight.

Portfolio architecture, risk oversight, and financial coordination aligned with long-term objectives.

What We Offer

How Capital Is Guided

Build Capital helps clients structure portfolios, coordinate financial decisions, and maintain alignment as objectives, markets, and circumstances evolve.

Portfolio Architecture

  • ·Strategic asset allocation
  • ·Investment due diligence
  • ·Risk management
  • ·Stress testing
  • ·Ongoing oversight

Retirement Transition

  • ·Income sustainability
  • ·Withdrawal strategy
  • ·Sequence risk management
  • ·Longevity planning
  • ·Tax-efficient distributions

Tax-Aware Coordination

  • ·Asset location
  • ·Tax-efficient withdrawals
  • ·Capital gain management
  • ·Roth conversion analysis

Risk Management Review

  • ·Life insurance review
  • ·Long-term care considerations
  • ·Liability protection
  • ·Income protection

Financial Coordination

Investment decisions rarely operate in isolation. Build Capital coordinates alongside CPAs, estate attorneys, and other professionals to help maintain alignment across broader financial considerations.

Alignment begins with a conversation.

Request a Private Introductory Conversation

Phoenix, Arizona · Virtual meetings available

Build Capital

Independent Fiduciary Advisory
Founded by Steven Castro
Phoenix, Arizona

Explore
Resources
Connect
Contact

[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.