The Trusted Path

Who We Are

Capital Strategies is a wealth preservation-focused insurance firm serving ultra-high-net-worth families and their companies.

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  • The 2019 Maestro’s Ball

    The 2019 Maestro’s Ball, the largest annual fundraising event for the Alabama Symphony Orchestra, was hosted by John and Molly Carter on Friday, September 6.   The ASO and Maestro Carlos Izcaray took the audience on a musical journey to Paris, exploring the romance, drama, and beauty of French music, after which the Carters hosted a beautiful gourmet dinner.   Read More

  • Harris Cup Winner, Richard Douglas

    MOUNTAIN BROOK, AL – Capital Strategies Group would like to congratulate our very own Richard Douglas for winning the prestigious Harris Cup!  Read More

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA and SIPC. Capital Strategies Group, Inc. is independently owned and operated.