Capitol Wealth Strategies

Directions Website Contact the business

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, holistic 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

While whole life insurance provides lifelong protection for your loved ones, it also builds cash value that can offer ad...
09/30/2026

While whole life insurance provides lifelong protection for your loved ones, it also builds cash value that can offer additional financial support such as covering medical costs or supplement your retirement. Learn more: https://bit.ly/45u1Q2T

Join us for an exclusive Broker Webinar with Tom Wall, PH.D., MBA, MSFS, CLU, CHFC, on Tuesday, October 20 at 1 PM ET.Le...
09/24/2026

Join us for an exclusive Broker Webinar with Tom Wall, PH.D., MBA, MSFS, CLU, CHFC, on Tuesday, October 20 at 1 PM ET.

Learn how whole life insurance can help clients protect what matters most through its death benefit, while also offering additional planning flexibility through features like cash value access, retirement planning support, and the ability to help navigate market uncertainty.

Don’t miss this opportunity to gain practical ideas, fresh planning concepts, and actionable strategies from one of the industry’s leading whole life insurance experts. Register here today! https://zoom.us/webinar/register/WN_XcPAOxyzTqKypEoIZLIfJg #/registration

Life insurance isn't just a death benefit, it's the reassurance knowing that your loved ones will have financial support...
09/23/2026

Life insurance isn't just a death benefit, it's the reassurance knowing that your loved ones will have financial support, should anything unexpected happen to you.

Living longer is becoming the norm. Are you planning to live well? There’s a disconnect between how people hope to live ...
07/13/2026

Living longer is becoming the norm. Are you planning to live well? There’s a disconnect between how people hope to live later in life and how well they are preparing for it today. Only 13% of working Americans feel exactly on track to save enough for the lifestyle they want in retirement, while 45% say they’re off track.

Discover more tips to live well, longer from the Mind, Body, and Wallet 2026 report here.

https://www.guardianlife.com/reports/mind-body-wallet?tab=Full-report-1&utm_id=1974560206&utm_source=marketing-suite&utm_medium=social&utm_campaign=em-2026-mind-body-wallet-launch&utm_content=mbw

The best time to talk about disability insurance is before you need it. Talk to your financial advisor about the importa...
06/09/2026

The best time to talk about disability insurance is before you need it.

Talk to your financial advisor about the important role that disability insurance can play in protecting you and your family from unexpected injury or illness.

Understanding the value of your income is the first step to protecting it. Your income is more than just a paycheck—it’s...
06/02/2026

Understanding the value of your income is the first step to protecting it. Your income is more than just a paycheck—it’s a long‑term financial asset that could be worth millions over the course of your career.
The question is: how protected is it?

Talk to your financial advisor to learn how disability insurance can help protect that income.

Capitol Wealth Strategies is hosting a Happy Hour on June 10th at 4 PM at Salt Traders featuring updates on Guardian's F...
05/26/2026

Capitol Wealth Strategies is hosting a Happy Hour on June 10th at 4 PM at Salt Traders featuring updates on Guardian's Foreign National Program with Guardian's Ariel Soler.

We’ll uncover opportunities within the Foreign National market, recent program enhancements, and ideas to help advisors expand opportunities within their existing networks - all over drinks and appetizers.

Designed for insurance and financial professionals.

RSVP:

We’d love to see you there!

Capitol Wealth Strategies is a Texas-based financial planning firm helping individuals, families, and business owners with life insurance, disability insurance, retirement planning, and long-term wealth strategies.

Capitol Wealth Strategies is hosting a Happy Hour on June 10th at 4 PM at Salt Traders featuring updates on Guardian's F...
05/26/2026

Capitol Wealth Strategies is hosting a Happy Hour on June 10th at 4 PM at Salt Traders featuring updates on Guardian's Foreign National Program with Guardian's Ariel Soler.

We’ll uncover opportunities within the Foreign National market, recent program enhancements, and ideas to help advisors expand opportunities within their existing networks - all over drinks and appetizers.

Designed for insurance and financial professionals.

RSVP:

We’d love to see you there!

Your income helps support everything you do, making it your most valuable asset. Ensuring you have a protection plan in ...
05/26/2026

Your income helps support everything you do, making it your most valuable asset. Ensuring you have a protection plan in place today can make all the difference tomorrow.

Speak with your financial advisor to learn more about disability insurance.

Today, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country.From all ...
05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

From all of us at Capitol Wealth Strategies, we wish everyone a happy Memorial Day.

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

Alerts

Be the first to know and let us send you an email when Capitol Wealth Strategies posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Capitol Wealth Strategies:

Shortcuts

Share