Strategic Capital - Wealth Management Austin

I came to Chris as I needed advice on whether to buy a property in Austin given my personal economic circumstances and the economy in general. I needed unbiased opinion from a financial expert as the lenders and realtors were pushing me to buy. I am so thankful I found Chris. He analyzed my situation and situated it in the bigger picture of the economy at the moment and we concluded now is not the right time. This saved me from a lot of stress and helped me avoid a potentially very bad decision. We also went through my savings plan and my 401k plans and we made adjustments to those that will set me up for success in the long term. Chris is very patient, listens carefully and tailors his strategic advice to the circumstances of the client. I really recommend him if you’re at crossroads and need to make important financial decisions.

Chris, Bobby, and Adam are amazing. I knew it was time for me to find a financial advisor after putting it off for some time. Googled and found Strategic Capital with excellent reviews and thought I would at least reach out to them and see what they were about. Not only was I impressed with how much work they did for me and my businesses (without charging anything up front), but they went way above what I was expecting to receive. These guys are legit and just real down to earth. Easy to talk to, personal attention, and makes you feel like your just one of their friends. As a business owner myself that deals with the general public and know how I treat my clients, we approach our businesses with the same ethics, and I love it. Give them a try. If you you are serious, you will not be disappointed.

I have really enjoyed working with Chris and Bobby on setting up our financial plan. I feel secure that the team is monitoring our investments and always available for questions or to give updates.

Chris has been absolutely amazing to work with. As a person who is not well versed in the world of investing, he explains things thoroughly without making you feel intimidated. He also makes himself available anytime you need a quick chat or piece of advice. Highly recommend!

Been a pleasure working with Strategic Capital. There advisors are very knowledgeable and show great care with their clients. Highly recommended!

I want to start off by saying that I’m super thankful for all the help Adam, Chris, and their team have provided me. They have helped me find solutions for myself and my business with great communication and execution. Their coordination with my CPA to provide a strategy to operate at my best. Most importantly they’re a great team that treats me like family and are there when I need them.

I appreciate how mutual understanding was created through economy of words that did not confuse me as we spoke of financial jargon, that can be super intimidating. I had the best experience with Adam in the company that I have ever had with any other financial institution. Highly recommended, good people, competent, will definitely help you accomplish your goal.

Chris and Bobby are simple amazing. When I found them online, I had no idea they would become such an important part of my family’s financial planning. They’re professional, knowledgeable, and responsive and always act with our best interest at heart. Even though they have a good variety of investment and planning options to offer, they never pressure us to go one way or another. They’re just always there to help guide, and support. It doesn’t hurt that they’re also such nice people. My husband and I always have a great time when they come over to review stuff over a glass of wine!

Chris and Bobby have been amazing to work with! Their knowledge and resources have proven to be a tremendous asset to our financial well-being. Thier ability to invest in various financial products including alternative investments have balanced our portfolio nicely. Very trustworthy, transparent, and responsive.

Bobby Russell was a pleasure to work with. He is professional and knowledgeable and has a very warm and friendly demeanor. I always felt comfortable asking him questions, and that he had my best financial interests in mind. I would highly recommend his services.