Capitol Wealth Strategies

Capitol Wealth Strategies Capitol Wealth Strategies is a financial planning firm based in Austin, Texas and an agency of the Gu

We house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards. We offer an array of specialized strategies that will address virtually all of your financial needs. The Living Balance Sheet® is one state-of-the-art planning tool that sets us apart. It provides you with a detailed, hol

istic view of your financial world at any given time and helps us work with you to model and address a variety of financial scenarios and outcomes. Knowing how quickly events can change, we stay abreast of current legislation and trends, and how they might impact your financial future. We are an agency of The Guardian Life Insurance Company of America, founded in 1860, and currently one of the largest mutual life insurance companies in the United States. Supported by the tremendous resources of Guardian, our firm is well equipped to work with you to build your future. Capitol Wealth Strategies is an agency of The Guardian Life Insurance Company of America, New York, NY. Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS) 7 Hanover Square, New York, NY 10004. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 1-888-600-4667. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS. PAS is a member FINRA/SIPC

Links to other sites are for your convenience in locating related information and services. The Guardian Life Insurance Company of America (Guardian) does not maintain these other sites and has no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although Guardian believes that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, Guardian expressly disclaims any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. Guardian does not recommend or endorse these organizations or their products or services in any way. Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation. The Living Balance Sheet® (LBS) and the LBS Logo are service marks of Guardian. © Copyright 2005-2021 Guardian

Guardian has approved the largest dividend payout in the company’s 165-year history - a record $1.7 billion dividend to ...
12/15/2025

Guardian has approved the largest dividend payout in the company’s 165-year history - a record $1.7 billion dividend to be returned to participating policyholders in 2026. Learn more here: https://bit.ly/4rdT9ni

Strong earnings and renewed trade momentum helped push stocks higher in May, with the S&P 500 flipping back into positiv...
06/10/2025

Strong earnings and renewed trade momentum helped push stocks higher in May, with the S&P 500 flipping back into positive territory for the year. Even a Fed pause and a credit downgrade couldn't stall the rally. The latest Market Insights explores the trends behind the gains and what could influence the second half of 2025.

Capitol Wealth Strategies offers comprehensive financial solutions, including life and disability insurance, investment options, and personalized advice from trusted advisors. Contact us for tailored strategies to meet your financial goals.

Children with special needs may need ongoing help after their parents are gone.
04/01/2025

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Social Security has been a fact of retirement since 1935; how much do you really know about it?
03/28/2025

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

Accumulating assets for retirement is one thing. Do you know how to decumulate too? Learn more about key strategies for ...
03/25/2025

Accumulating assets for retirement is one thing. Do you know how to decumulate too? Learn more about key strategies for spending confidently in retirement.

Learn more about key strategies for spending confidently in retirement.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
03/21/2025

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Have you considered how your new career will impact your finances? Here are some ideas to help manage the financial comp...
03/18/2025

Have you considered how your new career will impact your finances? Here are some ideas to help manage the financial complexities.

How does a new career impact your finances? Here are some ideas to help manage the financial complexities of starting out.

03/14/2025

Demand for annuities is surging as consumers look for ways to reduce risk, enjoy tax-deferred growth and lock in guaranteed retirement income.

Holistic financial protection is when your strategy doesn’t have any gaps that may result in domino-effect disruptions.
03/11/2025

Holistic financial protection is when your strategy doesn’t have any gaps that may result in domino-effect disruptions.

Women have overtaken men in the labor force, are responsible for a big income gain for their families and put in enough ...
03/07/2025

Women have overtaken men in the labor force, are responsible for a big income gain for their families and put in enough work at home to make a six-figure salary. But they are leaving their loved ones unprotected.

Women’s financial contributions are too often left unprotected.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
03/04/2025

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

The beans brewed for your morning coffee may have changed hands many times
02/28/2025

The beans brewed for your morning coffee may have changed hands many times

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Address

901 S Mopac Expressway, Barton Oaks Plaza Building IV, Suite 150
Austin, TX
78746

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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