Capital Strategies, Beyond Wealth

Capital Strategies, Beyond Wealth Capital Strategies vision is to help clients build a healthier financial future. Please contact this office for further information. Member SIPC (www.SIPC.org).

We are licensed and registered to offer products and services in AL, AK, AZ, AR, CA, CO, CN, DE, DC, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, MP, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY. Licenses and registrations will vary by representative and some representatives may be licensed and registered in a

dditional states. Securities, investment advisory and financial planning services offered through qualified registered representatives of MSI Financial Services, Inc.

Strong Financial Planning creates the confidence to grow, adapt, and succeed. With the right strategy in place, business...
06/03/2026

Strong Financial Planning creates the confidence to grow, adapt, and succeed. With the right strategy in place, businesses can better navigate uncertainty while building a stable future for owners, employees, and investors alike.

Always learning. Always growing.Events like this remind us that staying ahead means investing in knowledge, innovation, ...
06/03/2026

Always learning. Always growing.

Events like this remind us that staying ahead means investing in knowledge, innovation, and new ideas. The more we learn, the better we can serve our clients and support fellow advisors in achieving their goals.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/02/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. We're here to help.

What does it really take to build trust and make an impact in today’s financial services world?In the latest episode of ...
06/01/2026

What does it really take to build trust and make an impact in today’s financial services world?

In the latest episode of Tips from the Top, host Joe Mallee, Head of MassMutual Financial Advisors, talks with Sheryl Moore, founder of Moore Market Intelligence, about why storytelling—paired with data and real experience—matters more than ever when helping clients navigate decisions.

It’s also a great taste of what it’s like to work at Capital Strategies: a place where advisors lead with purpose, communicate authentically, and use insight—not just information—to serve clients better.

Listen now on Spotify or Apple Podcasts.

Curious about what your future could look like here? Explore career opportunities at www.csomtx.com and let's start a conversation.

Apple Podcasts: https://apple.co/4374kDG
Spotify: https://bit.ly/3QeyguD

05/30/2026

At Capital Strategies, you truly get the best of both worlds. Our local firm is here to provide hands-on support and guidance, helping you build your business your way. Backed by the strength and stability of MassMutual, you’ll have access to wide range of valuable resources—whether you’re looking to collaborate with others, explore teaming opportunities, or plan for succession. ​

​Join us and experience the confidence that comes from having both local support and robust national resources behind you. Learn more at www.csomtx.com.

Our financial professionals collaborate in teams, bringing multiple perspectives to problem-solving. We have over 100 fi...
05/29/2026

Our financial professionals collaborate in teams, bringing multiple perspectives to problem-solving. We have over 100 financial professionals serving Central, South, and West Texas, as well as New Mexico where our physical office locations are based. While these are our primary office locations, our representatives are licensed in multiple states and serve clients across a broader geographic area.

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing gro...
05/28/2026

70% of simulated “retirement plan failures” happen within the first 5 years due to the sequence of returns*. Pairing growth with reliable income can help your retirement plan stay on track. Let’s go over your options.

We are a client-focused organization. Since every financial situation is unique, we take the time to evaluate your needs...
05/27/2026

We are a client-focused organization. Since every financial situation is unique, we take the time to evaluate your needs through a comprehensive financial analysis process to help you meet your financial goals.

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those withou...
05/26/2026

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those without savings. But in reality, DI can play an important role in helping high earners protect their income and assets. Let’s start a conversation about strengthening your financial flexibility for the years ahead.

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, upda...
05/26/2026

It’s also a chance to realign your financial foundation. If you’ve started a new role, let’s revisit your benefits, update your protection strategy, and help ensure your progress is supported at every stage.

Address

317 Grace Lane
Austin, TX
78746

Telephone

+15123466020

Website

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