Who We Serve
Meet our Austin wealth management company, a partner for your windfall investing needs. Substantial wealth has bestowed itself upon you! Whether due to good fortune or loss of a loved one, your financial situation has drastically changed. We are here to help you navigate your newfound wealth to avoid the old adage of “more money more problems.”
Somehow you have come into a large sum of capital and that can be both exciting and overwhelming at the same time. From figuring out taxes to planning how to make your assets last, you have a whole new set of responsibilities to address. Our team of advisors strives to educate you with the information needed to empower you to make prudent financial decisions.
Your hard work is paying off and you are starting to recognize the fruits of your labor. We help our clients navigate the waters of these special forms of additional compensation in the most efficient ways possible. Whether your new shares are part of a private, small or large public entity, our team is well-versed in all the questions to ask and the scenarios that may present.
By the time you have taken receipt of your settlement, you like most, are probably tired and ready for a break from the stresses that can come with any type of situation that involves a financial settlement. Our team is here to help you optimize what can feel like a daunting process by providing an understandable, manageable plan to help you keep and give intention to your hard-fought settlement assets.
Our condolences go out to you and your family during your time of loss. Our team is here to help make sure your life continues on the way your loved one would have wanted for you in their absence. Whether replacing income or creating a lasting legacy, your Strategic Capital team has the expertise and tools to support your specific needs.
It is time to reap the rewards from the seeds you have sewn from all your years of hard work. With an influx of new capital and time, now is time to envision and shape your new life. It is time to recognize your new reality and begin to evaluate and amend your financial plan to encompass your new wealth. From taxes, to investing, to estate planning and legacy our job is to leave no stone uncovered so you can shift your time and focus from running a business to whichever new endeavors you desire.
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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