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.

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.