About Us
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Expertise You Can Trust

As an independent firm, we combine a minimal-conflict business strategy, exceptional service, adaptability, and the right people to help you meet your goals.

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Behind the Scenes


Company Overview

Get to Know CAP STRAT

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.

What we offer

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Our purpose is our promise to empower:

  • Fiduciaries to govern with excellence
  • Individuals and families to achieve financial peace of mind and live the life of their dreams
  • Team members to thrive personally, professionally, and financially

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Meet the CAP STRAT Team

Partner with us and get 100+ years of collective investment and retirement experience. We’ve built a robust team of professionals, including consultants, analysts, operations professionals, and management—and you always get the A team.

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Acting with Integrity

Our Fiduciary Responsibility

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.

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