Capital Strategies, Beyond Wealth

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United States
Austin, TX
Capital Strategies, Beyond Wealth

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

11/02/2026

Honoring Those Who Served. Recognizing Their Impact.

In recognition of National Veterans and Military Families Month this November, Capital Strategies is proud to honor our veteran financial professionals and staff through MassMutual’s Commemorative Challenge Coin initiative. ❤️🤍💙

Our General Agents had the privilege of presenting these special coins to members of our Capital Strategies family who have served our country. This meaningful gesture is a small way to express our gratitude for their service, sacrifice, and continued commitment to making a difference in the lives of others.

At Capital Strategies, we are proud to recognize those who have served and celebrate the valuable skills, leadership, and dedication veterans bring to our communities and our profession.

This November and beyond, let’s continue building meaningful connections, showing our appreciation, and honoring those who have given so much in service to our nation.

10/31/2026

From all of us at Capital Strategies, we hope you have a safe and Happy Halloween! 🎃

Whether you’re enjoying time with family, trick-or-treating, or celebrating with friends, we wish you a day full of fun and festive memories.

10/30/2026

🎃👻 We had a little TOO much fun getting into the Halloween spirit at Capital Strategies! 🧡🖤 From spooky looks to festive vibes, our office was full of Halloween magic, laughter, and a few tricks and treats along the way! 🕸️🍬

10/30/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

10/29/2026

If you’re saving for retirement, you’re probably used to seeing the value of your retirement accounts go up and down with the financial markets. Learn how whole life insurance could help you be better prepared for economic downturns during your retirement, then let's connect to find a strategy that's right for you.

Visit our website to learn more and explore your options.

https://bit.ly/4A14bQG

10/28/2026

Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem solving. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way.

10/27/2026

💗 United in Pink. United in Purpose. 💗

Our Capital Strategies team across all locations came together wearing pink in recognition of Breast Cancer Awareness Month. By standing together, we help raise awareness, encourage early detection, and show support for those impacted by breast cancer.

A simple act, like wearing pink, can spark meaningful conversations and remind us of the importance of education, prevention, and supporting one another. Together, we can make a difference, one step at a time.

10/27/2026

Helping your employees achieve their retirement goals is one way in which your business organization can attract and retain top talent. We at Capital Strategies offer a full range of products and services for defined benefit/pension, defined contribution and nonqualified deferred compensation plans of all sizes. We can offer access to flexible services models, product offerings and investment options designed to help meet your needs. Contact us today to schedule a meeting with one of our Financial Professionals.

10/26/2026

At Capital Strategies, our vision and our mission is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be.

10/24/2026

Giving back to our community is something our agency is passionate about year-round.

On this Make a Difference Day, we’re reflecting on some of the incredible opportunities we’ve had to serve, volunteer, and support organizations making a positive impact in the lives of others. We’re grateful to be part of communities that value helping others and making a difference together.

Giving back is one of the most meaningful investments we can make.

Address

317 Grace Lane
Austin, TX
78746

Telephone

+15123466020

Website

http://www.csomtx.com/

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