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What are you trying to understand?

This is not a sequence. Open whichever question is closest to what you are trying to decide, then move around freely.

Is this the right kind of firm for me? See who Strategic Capital works with, the kinds of complexity the team helps coordinate, and how the advisory relationship is structured.

Who We Help See the client situations and planning contexts the firm is built to support. How the Team Works Understand the people and support structure around the advisory relationship. Advice Areas Review the planning and investment disciplines that can become relevant around a larger financial picture.

I have a specific question or decision. Start with the issue already on your mind, then move into relevant questions, planning areas, or a broader context.

Browse by Context Equity compensation, business ownership, family wealth, retirement, liquidity events, or employer plans. Frequently Asked Questions Direct answers to common questions about the firm, planning topics, and getting started. Browse Advice Areas Go deeper into the specific planning disciplines behind the question.

I want to understand how working together actually works. Look at the relationship, team model, first-conversation context, and the broader client experience before you identify yourself.

The Client Experience Explore how planning, coordination, implementation, and ongoing advice can fit together. Meet the Team Around You See how Strategic Capital and its broader support structure work around client needs. About Strategic Capital Review the firm, its people, and the background behind the relationship.

I am considering reaching out, but want to feel prepared first. Get oriented without turning preparation into homework. Exact figures and complete documents are not prerequisites for a first conversation.

Add Optional Context Share a few broad details if doing so would make the first conversation more useful. Questions Before You Reach Out Review common questions without starting a conversation or completing an intake. See the Client Experience Understand more about how the relationship can work before deciding what you want to do next.

I want to verify the firm and do my own diligence. Use public registration information, firm disclosures, team information, and public-facing material to evaluate Strategic Capital independently.

Firm & Advisor Information Review the firm and advisor profiles before deciding whether to engage. Disclosures Access Strategic Capital disclosure materials and related information. Media & Public Presence Review public-facing appearances and other firm material.

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Explore by context.

These are starting points, not boxes. A real planning conversation may cross several of them.

Equity Compensation / Tech Career RSUs, options, concentrated stock, liquidity windows, taxes, and career transitions. Business Owner / Founder Business and personal wealth, retirement plans, cash flow, succession, and liquidity. Family Wealth Investments, estate coordination, taxes, entities, family priorities, and outside professionals. Retirement & Major Transitions Income, investment structure, timing, beneficiaries, and changing financial responsibilities. Windfall / Liquidity Event Inheritance, a business sale, equity event, settlement, proceeds, and the decisions that follow. Employer Retirement Plans Plan design, fiduciary oversight, providers, fees, participant education, and compliance.

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The familiar resource categories are still here. Use them directly if that is how you prefer to browse.

Frequently Asked Questions Common questions about Strategic Capital, planning topics, and getting started. Featured Videos Educational and informational video content from Strategic Capital. In the Media Public appearances, commentary, and media material.

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Registration and disclosure information can be reviewed independently through public and firm disclosure sources.

SEC IAPD ↗ Form CRS ↗ Disclosures ↗

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Resources

Explore frequently asked questions, featured videos, and media resources from Strategic Capital.

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Frequently Asked Questions

Learn more about financial matters and Strategic Capital’s approach to wealth management.

Featured Videos

Watch staff appearances and Strategic Capital video resources.

In The Media

Browse articles, podcasts, market commentary, and media appearances.

Client Experience

What clients are saying.

5.0 108 reviews on Google

Alex R

I have been with Strategic Capital since 2024. I've had multiple video conferences and emails with Chris and Bobby. I feel very comfortable with their advice, part of which is because they explains the benefits and risks in simple English. I am certain my account is being handled carefully, with a strong sense of responsibility, and there has never been a sense of them trying to rush through things. I know that I am in good hands here.

Rusty Johnson

We’ve been working with Chris, Bobby, and Adam at Strategic Management, and we couldn’t be happier. They respond to every question quickly — and always with thoughtful, useful information that helps us make smart decisions with confidence. What really stands out is how genuinely they focus on our interests and goals as we move into this new chapter of retirement.
They’ve taken the time to understand our priorities and have built a comprehensive plan that aligns perfectly with our future needs. Every step feels well thought out, and that gives us immense peace of mind knowing that the guys at Strat Cap have truly “got this.” It’s a great feeling to know your financial future is in such capable, caring hands.

Matt Brown

Chris and Isabella have been very helpful. They have been very attentive to considering my individual circumstances and needs in generating an investment plan I trust.

Paul Gardoni

Highly recommend Bobby Russell at Strategic Capital. His depth of knowledge in financial planning is incredibly impressive, and the level of service he provides is top-tier. He genuinely cares about his clients' success.

Kate Hoedt

I have had a great experience with Chris and Bobby. They were knowledgeable and patient as they helped us navigate the best options for our finances. I would recommend them to any of my friends and family who were looking to do the same.

John Cree

The folks at Strategic Capital are super knowledgeable and go out of their way to provide personal service. Great service, great people

meghan mulligan

Incredible service!

Simon

When it comes Strategic cap. they just don't manage wealth, they create Meaningful relationship with my self. I love them and I love pet dogs too. 100%

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Please note that the testimonials presented are from those individuals, some of which may be firm clients, who submitted a testimonial through Google, and do not represent the views of all firm clients. Testimonials relate solely to the individuals’ experience making such testimonial and there can be no assurance that others will have similar experiences. No direct compensation was paid for any of the testimonials presented on this website.

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