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.

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial...
09/03/2026

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial plans, and we're here to help.
www.csomtx.com

At Capital Strategies, we know success isn’t measured only by milestones—it’s measured by impact.On the latest episode o...
09/02/2026

At Capital Strategies, we know success isn’t measured only by milestones—it’s measured by impact.

On the latest episode of Tips from the Top with Joe Mallee, Joy Avedesian (general agent of The Stellarix Group) shares why helping families through life’s most difficult moments confirmed she was in the right profession. Hear her insights on trust, leadership, and the power of human connection—and why those qualities continue to attract people to this meaningful career.

Interested in making a difference while building a rewarding career? Listen to the episode on Spotify or Apple Podcasts and visit www.csomtx.com to learn more.

https://bit.ly/4zO00s9

https://apple.co/4h3F9JQ

Without proper planning, unexpected hardships such as the possibility of needing long term care and paying its expenses ...
09/01/2026

Without proper planning, unexpected hardships such as the possibility of needing long term care and paying its expenses could have a significant financial impact on you and your family. Our Financial Professionals have a variety of solutions to address your unique situation and offer long term care solutions that can help you plan for long term care needs should the need arise down the road.

Future

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit ...
08/31/2026

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit into your plan, we can walk you through the details. Let's connect.
www.csomtx.com

Build your business on a platform designed for long-term strength at Capital Strategies. Explore more at www.csomtx.com
08/28/2026

Build your business on a platform designed for long-term strength at Capital Strategies.

Explore more at www.csomtx.com

08/27/2026

What matters most to you when choosing a firm? At Capital Strategies, we can help you achieve what’s most important to you—whether it's support, resources, or flexibility—so your practice can thrive. Learn more at www.csomtx.com.

Happy National Dog Day! 🐾Whether they’re keeping us active, making us smile, or simply keeping us company, our dogs trul...
08/26/2026

Happy National Dog Day! 🐾

Whether they’re keeping us active, making us smile, or simply keeping us company, our dogs truly make every day better.

At Capital Strategies, we know it’s often the simple moments like time spent with our pets that matter most.

Give your pup some extra love today!

08/24/2026

By joining Capital Strategies, registered representatives like you gain access to a comprehensive suite of alternative investment solutions designed to help you meet your clients’ needs.

Ready to further your practice and help your clients pursue their goals? Connect with us today at www.csomtx.com.

08/22/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

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317 Grace Lane
Austin, TX
78746

Telephone

+15123466020

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