Capitol Wealth Strategies

www.cwsplanning.com

At Capitol Wealth Strategies, we know that financial success is the result of discipline, hard work and smart, informed decision-making. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow — and minimize your debt — now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood. Helping to … Optimize your wealth. Achieve your goals. Protect your dreams. Capitol Wealth Strategies is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 901 S. Mopac Expy, Barton Oaks IV, Ste 150, Austin, Texas 78746, 512-651-2009. PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. | Guardian, its subsidiaries, agents, and employees do not provide provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Capitol Wealth Strategies is an independent agency and not an affiliate or subsidiary of Guardian. 2019-92320 Exp. 01/11

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At Capitol Wealth Strategies, we know that financial success is the result of discipline, hard work and smart, informed decision-making. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow — and minimize your debt — now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood. Helping to … Optimize your wealth. Achieve your goals. Protect your dreams. Capitol Wealth Strategies is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 901 S. Mopac Expy, Barton Oaks IV, Ste 150, Austin, Texas 78746, 512-651-2009. PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. | Guardian, its subsidiaries, agents, and employees do not provide provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Capitol Wealth Strategies is an independent agency and not an affiliate or subsidiary of Guardian. 2019-92320 Exp. 01/11

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Country

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State

Texas

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City (Headquarters)

Austin

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Employees

11-50

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Founded

2009

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Social

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Potential Decision Makers

  • Advisor , Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Wealth Management

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    Phone (***) ****-****
  • Director Talent Acquisition

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Operations

    Email ****** @****.com
    Phone (***) ****-****

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