Expertise You Can Trust

Building upon a strong foundation of financial industry experience, our founders joined forces in 2003 to build an organization committed to serving our clients with comprehensive expertise, in-depth knowledge, and unparalleled leadership.

Today, CAP STRAT specializes in helping both individuals and institutions meet their wealth management and investment goals.

A highly specialized and growing firm, we’ve built a powerful, independent team dedicated to delivering advice that always puts our clients first.

At CAP STRAT, our team members are Registered Investment Advisors, which means we’re legally and ethically bound to put your needs first. But to us, it’s more than just a responsibility—it’s a privilege we take seriously.