Who We Serve
The loss of a spouse and divorce are very different experiences, but each can change the financial structure of a household quickly. Some decisions need attention now; others benefit from time, context, and coordination.
Strategic Capital helps clients organize the financial pieces that may be changing — income and cash flow, investments, account ownership and beneficiaries, estate documents, insurance, taxes, and longer-term priorities — while coordinating with attorneys, CPAs, and other professionals when appropriate.
You do not need to have everything organized before the first conversation. We can begin with what has changed, what matters most, and which decisions need attention first.
Widowhood and divorce should not be treated as the same experience. Financially, however, both can require a household to reassess how assets, income, responsibilities, documents, and future priorities fit together.
For some clients, the immediate work is updating accounts, beneficiaries, cash flow, or estate documents. For others, it is coordinating with an attorney or CPA, evaluating a changed household balance sheet, or making longer-term investment and planning decisions.
Our role is to help bring those decisions into a coordinated financial picture and provide ongoing advice as circumstances evolve.
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.
This website is designed and maintained with WCAG 2.2 Level AA as our current accessibility target. Accessibility feedback receives priority review.
