Capital Strategies is honored to continue serving the clients of Auctoris – Architects of Wealth Preservation Strategies.
Auctoris was founded by a fellow M Financial member and longtime colleague Richard Hartmann. Before his passing late last year, he personally selected Capital Strategies to ensure his clients would continue to receive the service and attention they had come to expect.
It’s the kind of commitment our industry is built on, relationships that extend beyond any single transaction or policy. These families trusted Auctoris with their planning for years, in some cases decades. That trust deserves continuity.
We’re pleased that Allison Rossi, Auctoris’s Director of Client Service for more than 25 years, has joined Capital Strategies to continue serving these clients. She knows these families, their advisors, and their goals. That institutional knowledge matters.
To the Auctoris clients now in our care: we don’t take this responsibility lightly. We look forward to serving you. File # 5793299