It’s never too early to invest for long term growth. Let’s create a plan that grows with you.
About us
Vision At Capital Strategies, our vision is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be. Mission Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem-solving that result in improved client solutions and higher quality advice. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing I am licensed to sell insurance in TX. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 10101 Reunion Pl ste 300 San Antonio, TX 78216 (210) 342-4141
- Website
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http://www.csomtx.com
External link for Capital Strategies, Beyond Wealth
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Austin, TX
- Type
- Privately Held
- Founded
- 2013
- Specialties
- Financial Planning, Holistic Approach to Financial Services, Business Succession Planning, and Teaming Approach
Locations
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Primary
Get directions
317 Grace Lane
Suite 250
Austin, TX 78746, US
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Get directions
10101 Reunion Pl
San Antonio, Texas 78216, US
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Get directions
9117 Milwaukee Ave
Suite 400
Lubbock, Texas 79424, US
Employees at Capital Strategies, Beyond Wealth
Updates
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You may be budgeting for the mortgage on a new home or learning to manage newfound wealth. Now it's time to look toward the future to help protect your financial future. As you think about ways to reduce taxes, fund your retirement, and protect loved ones, you can work with our Financial Professionals to make the process easier. Meet with one of our Financial Professionals today to help work toward a more comfortable future. #CapitalStrategies #HelpProtectYourFinancialFuture #Family #BePrepared #LifeChanges #PrepareForTheFuture
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“The American flag represents all of us and all the values we hold sacred.” -Adrian Cronauer Happy Independence Day!!! We hope everyone is having a wonderful and safe 4th of July. #CapitalStrategies #HappyIndependenceDay #FourthOfJuly #OurIndependence #OurCountry #OurFlag #Love
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Do you know that term life insurance provides coverage for a set period of time at a generally lower cost than permanent insurance. Many term life insurance products allow you to convert to a permanent policy, such as whole life insurance. The cost of insuring oneself increases over time, so it's important to understand your short and long term needs for financial protection when you select a policy. Contact us today to schedule a meeting with one of Financial Professionals who can help you prepare for your unique situation. #CapitalStrategies #VisitOurWebsite #ContactUs #OurFinancialProfessionalsCanHelp #PlanForTheFuture #LifeInsurance
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In today's competitive marketplace, it is becoming increasingly more difficult to attract and retain top talent. With the staying power of our products and services, we can help you enhance your benefits package to complete more effectively. Here are a few options to consider for attracting and retaining key employees. -Annuities -Disability Income Insurance -Executive Benefit Programs -Executive Benefits Programs -Life Insurance -Long Term Care Insurance -Retirement Plans Contact us to schedule a meeting with one of our financial professionals. #CapitalStrategies #EmployeeBenefits #AttractAndRetainKeyEmployees #ContactUsToday #BenefitPackage #StayingPower
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Protecting your wealth involves taking advantage of a diverse array of financial solutions tailored to your long-term needs. You may be budgeting for a mortgage on a new home or learning to manage newfound wealth. Now it's time to look toward the future to help protect your financial future. As you think about ways to reduce taxes, fund your retirement, and protect loved ones, you can work with our Financial Professionals to make the process easier. #CapitalStrategies #ContactUsToday #ProtectingYourWealth #FinancialSolutions
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Let's be honest, life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin. By working with our Financial Professionals, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to help ensure you are on track to achieving your financial goals. #ContactUsToday #CapitalStrategies #WeAreHereToHelpYou #FinancialGoals #AchievingYourFinancialGoals
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Juneteenth is a day to celebrate and honor Black culture and history. What are you doing to celebrate? #Juneteenth #CapitalStrategies #History #Freedom #Celebrate
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