Capital Strategies Group, Inc

Capital Strategies is a wealth preservation-focused insurance firm serving ultra-high-net-worth families and their companies. We cultivate and analyze data to inform effective, proprietary life insurance planning, while utilizing intelligent, tax-efficient strategies to minimize income- and estate-tax liabilities. Since 1989, we have earned the confidence and trust of our clients by delivering the highest level of service and excellence in coverage. Our firms singular focus on optimizing the transfer of wealth has fostered the long-term relationships on which we pride ourselves today. ***Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker/dealer and investment advisor, Member FINRA/SIPC....

Insurance strategies,wealth transfer,estate planning,income tax planning,and estate tax planning

Capital strategies group, inc operates in the Insurance industry.

Capital strategies group, inc's revenue is 11m - 100m

Capital strategies group, inc has 11 - 50 employees.