The Trusted Path

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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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.
  • 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.

  • Message in a Shoebox

    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.

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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.