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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  • ACTEC Opening Day 2019

    Richard Douglas, Will Worrell, Harrison Jones and Will Walker of Capital Strategies enjoyed the Memphis skyline at the 2019 Southeast Regional ACTEC meeting in April 2019.  Capital Strategies was again the lead sponsor of the ACTEC event.  We look forward to New Orleans in 2020!

  • David Byers Keynotes AALU Annual Meeting

    AALU Chairman David Byers of Capital Strategies speaks to the AALU membership on the opening day of the 2019 AALU meeting, emphasizing the extraordinary progress made in 2019 and the opportunities for growth in 2020 and beyond.  He will serve on the AALU Executive Committee as Immediate Past President through April 2020.

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.