Who We Are
Since its founding in 1989, Capital Strategies has served significant families and their companies with discretion and skill. Capital Strategies specializes in tax-efficient planning to preserve and transfer wealth using proprietary life insurance contracts.
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David Byers, Managing Principal at Capital Strategies, has been elected to the Board of Directors of M Financial. M Financial is the industry leader in product development, in-force management, reinsurance, and underwriting. M Financial offers innovative, sophisticated solutions to help Member Firms’ clients accumulate, manage, and preserve wealth.
My father always said you could tell a lot about a man from his shoes. In his day, men wore thick, leather running board-soled, laced up shoes to the office. Loafers were for, well, loafing. Tennis shoes were of course for tennis. And “driving mocs”, if yet dreamed up, would have been for …driving, in Italy I guess.
Securities offered through registered representatives of FNBB Capital Markets, LLC, Registered Broker/Dealer, Member FINRA and SIPC. Capital Strategies Group, Inc. is owned and operated independently
from FNBB Capital Markets, LLC. Capital Strategies Group is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please go to http://brokercheck.finra.org/ for further details regarding BrokerCheck.