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•••••@csomtx.com
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Current company Capital Strategies, Beyond Wealth
Financial Services · 104 employees · Founded 2013 · Austin, Texas, United States
Knowledge is the key to a successful financial
future.
Our background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.
underlies our commitment to guiding our clients each step of the way.
Your Financial Health…...Is Our Business
What Makes Us Different:
Capital Strategies is team-focused and process-driven. Our client process
begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future.
Service. Every initial engagement includes the scheduling of regular client review
meetings. These are designed to reinforce our commitment to your goals and give you the
opportunity for ongoing collaboration and adjustment to your financial strategies.
As advocates for your financial health, our representatives are focused on
developing holistic financial strategies, not on selling financial products.
Disclosures and licensing: https://www.csomtx.com/licensing
I am licensed to sell insurance in TX.
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 10101 Reunion Pl ste 300 San Antonio, TX 78••••••••41