WHO WE ARE
We provide an experience second to none when it comes to the planning and acquisition of life and disability insurance. As a result, we are the annual production leader of multiple highly rated insurance companies and brokerage organizations. Our national practice is the benchmark in the insurance industry when it comes to servicing the insurance planning and ongoing needs of high net worth clientele, their families and successful family run businesses.
This is what we do better than any organization of our kind.
Capital Strategy Co. works with a national network of advisers including private banks, investment advisors, attorneys, CPAs, and business managers for athletes and entertainers who have partnered with us to advise, represent and provide best-in-class insurance solutions for their most valued clients.
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Our firm continues to demonstrate a commitment to client advocacy that delivers significant value and differentiates us from other firms. Capital Strategy Co. Partners is an owner of Lion Street, a national financial services distribution company composed of the industry’s most elite advisers. As an owner-member of Lion Street, we work directly with key decision makers at major life insurance companies, allowing us the unique advantage of having influence over how our clients’ interests are represented.
MEET OUR TEAM
Our team is committed to helping our clients through all stages of their financial lives. By getting to know each client and understanding their unique circumstances, we are able to develop a custom plan that aligns with their goals. Throughout the process, we provide education and support to help our clients make well-informed decisions.Our firm has a deep commitment to giving back. We believe that financial success should be used to empower others and make a positive impact on their world.
