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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AALU Washington Reports 2016. AALU issues new commentary on proposed Section 2704 regulations.


The Trusted Path. Our brand covenant rises from our philosophy. The road we have chosen to travel is not a road at all. It is a path.
  • What to Tell Your Clients about the Estate Tax: Part One

    It is very challenging to implement major tax reform, which is why it hasn’t happened since 1986. Republicans began the year with an ambitious agenda that included enacting a major tax reform package—including estate tax repeal. The goal was to complete tax reform, in addition to repealing and replacing Obamacare, by the August recess.

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  • David Byers Elected To M Financial Board of Directors

    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.

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 for further details regarding this relationship. Please go to for further details regarding BrokerCheck.