Who We Serve
Entrepreneurs and business owners can get focused business consulting services from Strategic Capital. Strategic Capital’s offerings for entrepreneurs and small business owners in Austin and beyond allow you to grow at sustainable, but impressive levels while managing risks and considering your tax situation. We can help you find the right pathway forward in business and in financial matters. We are the entrepreneur consultant in Austin. From portfolio management, to financial planning, to risk and insurance services, we have built a financial system, process, and tools designed to help you get the best picture of your situation and what’s possible.
We offer retirement planning, tax coordination, business consulting, estate planning, and many other complementary services. Your plan is not static. Change happens, from legislation to evolving business variables, and our financial advisors continually monitor and adjust. This helps to ensure your current path is still the most efficient path forward. If you’re looking for a structured plan with realistic results, we can help you build it with your help, your goal-setting, and your directives. You drive the vehicle, we help navigate.
Entrepreneurs carry many responsibilities, including business revenue-generating activities as well as taking care of yourself personally. As a business owner, you have a lot of options. We are an entrepreneur consultant, with a holistic approach. We help you identify goals and plan strategically to reach those goals. Our insights can help you find balance and cohesion between business and personal planning, and implement strong, long-term initiatives. Our proactive team approach offers clearly defined roadmaps with the ability to integrate all your planning into a more efficient plan.
From bookkeeping and tax planning, to risk management and protection, we have solutions for business benefits, business planning, and retirement planning. We can assist as a partner within your business, and externally to identify your specific needs then design and coordinate a plan with your existing team. Don’t have a team yet? We can help you with that. We’ve spent a lot of time building the right relationships with trusted advisors that can help you with implementation.
Our team of advisors works with you to create investment objectives specific to your unique needs whether in the public or private investment sector. Our private Alternative Investments analysts and public markets analysts then create a portfolio allocation based on your own investment objectives. Our alternative investment analysts are constantly performing due diligence on private opportunities; while our public markets team continuously monitors allocations to find areas of opportunity. Using these strategies, we can better identify trends in the private and public markets to further optimize your portfolio’s objectives and enhance the experience.
Our advisors specialize in developing financial planning solutions to help you accomplish your goals now and in the future. We comprehensively analyze your current financial situation factoring in multiple areas of finance such as investments, taxes, savings, retirement, estate coordination, insurance and more. We look at both the business level and the personal perspective to ensure that you have a complete picture and are improving synergies. Your current financial outlook and any previous planning help us to identify an optimized current path and enable us to identify and correct any shortcomings resulting in a newly-created plan moving forward. This can give you a greater likelihood of success. Our goal is to find efficiencies in your current strategies to increase your probability of success now and in retirement. We’re ready to change as needed to improve efficiencies over time as needs change.
As an entrepreneur, your business starts with you. What would happen to your business if something were to happen to you? Risk mitigation and management are incredibly important. Ensuring that your business never skips a beat in your absence is crucial to the success of your business and yourself financially. Risk management isn’t just about tools and products though, it’s a planning mindset, and more information and access to industry knowledge can give you a unique position of strength. We can help you navigate the landscape of risk management, and implement the right planning. As an independent advisory firm, we have access to hundreds of solutions from dozens of providers. We will help you consider key man insurance, disability insurance, business overhead insurance, personal liability insurance, and much more.
Implementing a retirement plan is a great way to take care of your future self and also provide benefits to your team and your business in real time. You can accomplish your specific financial objectives by utilizing the breadth of optionality that exists on the market. The diversity of plans affords options that can provide much larger contributions and tax deductions than that of your typical 401(k), to some plans that can provide additional advantages such as death benefits. Our team of financial advisors works to coordinate the most efficient plan possible to accomplish all of your entrepreneurial needs, taking into account your business structure and your goals. We’ve got experience administering plans for businesses, and helping business owners benefit from them. Let’s chat! We can help with:
THE + IRS = THEIRS! Without a comprehensive plan which encompasses tax strategies, you may be paying more taxes than needed. Our process involves working with your current tax team to help lower your tax bill by coordinating savings strategies to help reduce liabilities now and in the future. If you do not currently work with a tax team, our network of CPAs specializes in helping you, as an entrepreneur, to use the tax code to your advantage and benefit. Education is the key to empowerment! We’ve got experience with a wide variety of business types and are constantly improving and evolving our systems to engage at the most efficient levels with tax planning.
Being an entrepreneur requires you to wear many hats and hold responsibilities apart from the revenue generating activities that you’re already focused on. Your successful business requires you to be the absolute expert at how you create value within your business, but running a successful business also requires a lot of other things. Whether evaluating tools to catalyze success or implementing solutions to stay current with government regulation, our team of consultants and partners are able to bring strategies to your business to keep you in compliance and operating at the highest levels of efficiency. Using our Strategic Capital Network, we are able to provide solutions for almost all of your business needs. You don’t have to be an expert in everything, you just need to tell us how you want to proceed.
Client Experience
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.
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.
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.
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.
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.
The folks at Strategic Capital are super knowledgeable and go out of their way to provide personal service. Great service, great people
Incredible service!
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%
Selected client reviews from Google.
Read all reviews on GooglePlease 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.
Start with a conversation
Schedule an introductory meeting with Strategic Capital to discuss where you are, what you are trying to clarify, and what a coordinated plan could look like.
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