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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  • Letter to Friends re: WSJ Article on Universal Life

    Last week, the Wall Street Journal published a front page article entitled Universal Life Insurance, a 1980’s Sensation, Has Backfired. The article contained points that were valid as far as they went, but were not applicable for the clients we serve under the conditions we create. Providing further understanding of the important differences is the purpose of this email.

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  • Wes Thompson Visit

    Capital Strategies had the privilege of entertaining Wes Thompson, CEO of M Financial, and his charming wife, Rosemarie at a dinner party on March 20th. The next morning, Wes visited the Capital Strategies’ offices, where he interacted with the CSG team regarding M’s strategic plan.

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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.