Capital Strategies, Inc. was formed by merger in January 1987 to extend comprehensive estate and financial planning and business consulting services to individuals, corporations, and institutions on a fee basis without any requirement that they purchase financial products. The Firm's Principals cumulatively have over thirty-five years experience in financial planning.

Capital Strategies, Inc. employs individuals with various backgrounds and education. For those individuals that provide financial planning services, we generally require a college level education and such financial service professional designation as Chartered Financial Consultant or Certified Planner. We require a program of continuing education for all persons involved in counseling or advisory activity.

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Securities & Asset Management Services offered through LPL Financial · FINRA/SIPC
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