Strategic Capital - Wealth Management Austin

Name: Strategic Capital - Wealth Management Austin
Address: 2801 Vía Fortuna, Austin, TX, 78746, US
Telephone: (512) 900-0792
Price range: $$$
Rating: 5

Personalized wealth management with integrity and exceptional client care in Austin.

5(5 reviews)

financial-advisor

$$$

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About

Strategic Capital provides comprehensive wealth management and financial planning services in Austin, focusing on retirement, small business support, and family financial goals. The team, including Chris, Bobby, and Adam, offers structured, transparent strategies with prompt, thoughtful responses to ensure clients feel confident and supported. Known for genuine care and high integrity, they build lasting relationships through tailored plans that adapt to life changes.

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Location

2801 Vía Fortuna #250, Austin, TX 78746, USA

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Information

2801 Vía Fortuna

Austin, TX, 78746

(512) 900-0792 strat-capital.com/

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Services

Personalized Financial Planning

Tailored strategies for retirement, investments, and long-term goals based on your unique needs and aspirations.

Retirement Planning

Comprehensive plans to ensure financial security and peace of mind as you transition into retirement.

Investment Management

Structured investment advice and portfolio management designed to align with your risk tolerance and objectives.

Business Financial Support

Guidance for small business owners, integrating personal and business financial strategies for holistic success.

Estate and Legacy Planning

Solutions for managing assets, caring for aging family members, and planning for future generations.

5.00 · 5 reviews

Overall rating

Rusty Johnson

via Google

· 12 months ago

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.

Bill Hoedt

via Google

· 1 year ago

Highly recommend working with the team at Strategic Capital. Chris and Bobby 1/ helped us create a financial plan, tailored to accelerate our family’s financial goals, 2/ assisted us every step of the way in converting the plan into action, and 3/ are always there to help or collaborate if we need them.

Aliz Axmann

via Google

· 1 year ago

I’ve recently started working with Chris and Bobby, and I’m beyond grateful to have found them. I’ve worked with a few different financial advisors over the years, but none compare to Chris and Bobby. They are genuinely kind, compassionate, and operate with the highest level of integrity. It’s also very clear that they truly care about helping their clients succeed and doing right by them. They’re incredibly responsive, attentive, and dependable. Whether I reach out via text or email, they always respond promptly with well thought out, clear advice, and actionable next steps. Beyond the exceptional customer service, I’ve also been really impressed with how structured and transparent the entire engagement has been. Chris laid out each step of the process clearly from the beginning and followed through on every step. He took the time to explain the financial strategy and investment plan in a way that felt thorough, clear, and easily digestible. As a small business owner, I also really appreciate how supportive they’ve been, not just of my personal financial goals, but of my business as well. I feel incredibly fortunate to have found Strategic Capital. For the first time, I truly feel supported and in good hands when it comes to my financial health and future. I highly recommend them to anyone seeking trustworthy, dependable financial guidance delivered with exceptional integrity and genuine care.

Andi Donner

via Google

· 1 year ago

My husband and I have been working with Chris Hernandez since 2013 and we cannot say enough about how much we appreciate him. He helped us turn a challenging and difficult mess into a robust plan that has worked beyond our expectations. Chris didn’t just give us good advice or a quick fix, he gave us lasting solutions that continue to meet our needs as we age and our lives change. He supported us as we cared for an aging parent, providing solutions that met our ever changing needs. Because we had Chris to guide us, we were able to care for our loved one the way we wanted to without worrying the money would run out. (I cannot begin to imagine how hard our journey would have been if we had stayed with our previous financial advisor.) We can never thank Chris enough for how much genuine help he has brought to our family and we cherish the relationship we have built with him over years of being his client.

Eck

via Google

· 1 year ago

I can't recommend Bobby Russell at Strategic Capital enough! He's an absolute pro—honest, reliable, and always goes the extra mile. Bobby really listens to what you need and provides smart, straightforward advice. His integrity and dedication to his clients stand out, and it's clear he genuinely cares about helping you succeed. If you're looking for someone you can trust, Bobby's your guy!

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