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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  • Capital Strategies and Diversified Trust host ACTEC Reception

    Capital Strategies co-hosted a reception for ACTEC fellows at the Butler Snow offices in Ridgeland, Mississippi.

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  • Tax Plan Update

    Recently, a document was released by the Trump administration that contained yet another broad description of its “tax plan”. Because estate tax repeal is included the document, this could cause clients to ask whether they should engage in tax oriented planning, or, alternatively “wait and see”.  Read More

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.