Capitol Wealth Strategies, LLC

EST. AUM
$100,000,000

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Firm Details

Metro area Austin
CRD Number
Website capitolwealthstrategies.com
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Overview

Capitol Wealth Strategies, LLC is a Texas-based financial planning firm founded in 2009 and headquartered in Austin, TX. The firm serves individuals, families, and business owners by delivering tailored strategies encompassing life insurance, disability insurance, retirement planning, and long-term wealth accumulation. It operates as an agency of The Guardian Life Insurance Company of America and conducts securities products and advisory services through Park Avenue Securities LLC (PAS), a FINRA/SIPC member and wholly owned Guardian subsidiary. The firm employs a holistic planning approach, leveraging the Living Balance Sheet® platform to provide clients with a comprehensive, real-time view of their financial position. Capitol Wealth Strategies has grown to multiple offices across Texas since inception and maintains a team of 11–50 professionals committed to transparent, client-centric service.

Platform Details

See in Dakota

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See in Dakota

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See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capitol Wealth Strategies, LLC

Platform Details

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