Who We Serve
Technology professionals often accumulate wealth in ways that are more complex than traditional compensation structures. Equity awards, concentrated stock positions, deferred compensation, and liquidity events can create significant opportunity, but also introduce concentration risk, tax exposure, and planning challenges that require careful coordination.
At Strategic Capital, we work with technology employees managing a large equity position, evaluating a transition between companies, or planning around a liquidity event, our role is to help bring structure and clarity to each decision within the context of your broader financial picture.
These situations are rarely isolated. Investment strategy, tax planning, and long-term wealth transfer considerations must be evaluated together. We coordinate across these areas to help ensure that each decision supports your overall objectives, not just the outcome in a single moment.
If you work in the technology sector and want help understanding how your compensation and benefits fit into your financial future, we would welcome the opportunity to connect. Strategic Capital in Austin serves many tech employee clients, and we welcome you to have a conversation with us.
For engineers, executives, and highly compensated employees in the technology sector, equity compensation is often the most valuable part of the total package and one of the most complex. RSUs, stock options, and employee stock purchase plans each come with distinct vesting schedules, tax considerations, and concentration risks.
Without a deliberate strategy, it is easy to accumulate a meaningful portion of your net worth in a single company. Over time, that level of exposure can create unintended risk, particularly during periods of market volatility or liquidity events.
We work with technology professionals to bring structure and discipline to these decisions. Our role is to help manage concentration, plan for tax impact, and integrate equity compensation into a broader financial strategy so that the wealth you have built is preserved and positioned for the long term.
For tech employees at companies like NVIDIA, Apple, Tesla, and META, an ESPP is one of the most underutilized benefits on the table. The built-in discount alone can represent an immediate return before the market moves a single dollar, but most employees either opt out without understanding what they are leaving behind or participate without a plan for what to do with the shares once they vest. How you handle your ESPP, when you sell, how you hold, and how it fits alongside your RSUs and other equity, can have a meaningful impact on your long-term wealth.
An “Employee Stock Purchase Plan,” or ESPP, is a company-run program allowing tech employees to buy company stock on a voluntary basis through payroll deductions. The deductions, if elected, are taken on a post-tax basis, and often at a 5 to 15% discount from fair market share value, during a defined offering period. Employees generally don’t pay taxes until they sell their shares, sometimes at favorable rates, so this voluntary stock purchase plan is often considered a valuable benefit.
Equity compensation can be one of the most powerful wealth-building tools available to tech employees, but it comes with complexity that a salary never does. On one hand, RSUs, stock options, and ESPPs have the potential to accelerate your net worth in ways that would take decades to replicate through savings alone. On the other hand, they concentrate risk, create significant tax events, and can leave you overexposed to a single company at exactly the wrong moment. The employees who build lasting wealth from their equity are not necessarily the ones with the largest grants. They are the ones with a plan.
Financial Planning Built Around Your Equity, Your Tax Picture, and Your Life
Tech employees at the world’s leading companies face a level of financial complexity that generic planning was never designed to handle. A well-structured equity position can be undone by a single tax misstep. A concentrated stock holding can quietly become your largest risk. At Strategic Capital, we build a Strategic Roadmap around your complete financial picture, equity compensation, retirement accounts, alternative investments, insurance, and estate strategy, with tax efficiency woven throughout. We work alongside your CPA (or ours) and attorney, so nothing falls through the cracks. This is fiduciary planning designed for people who have built real wealth and want to keep it.
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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