The Trusted Path
Capital Strategies is a wealth preservation-focused insurance firm serving
high-net-worth families and businesses.
Our firm’s singular focus on optimizing the tax-free transfer of wealth has fostered the long-term relationships on which we pride ourselves today.
A Trusted Partner
Honor. Service. Excellence. These three principles represent our firm’s core values, each complementing one another at Capital Strategies. Collectively, they inform every action we take each day.
Focused on Serving
Our firm minimizes income- and estate-tax liabilities by planning tax-efficient insurance strategies, facilitating contract placement and performing timely reviews.
Insights
Capital Strategies continuously adds to and updates its reference library with articles and white papers written by leading authorities in the financial industry, including members of our own firm.