Capitol Wealth Strategies

Capitol Wealth Strategies is a full service financial planning firm specializing in wealth management, estate planning, and investments in Austin, Texas. Our office in Austin, Texas opened in June of 2009. In 2013, we opened an office in Dallas followed by our Liberty Hill office in 2017. We have created an agency where learning and teamwork are crucial for success. Our agents are trained to help meet your financial goals and needs with professionalism and care. Mission: Capitol Wealth Strategies’ mission is to be known as the preeminent provider of protection and wealth accumulation products in Texas. Our unique collaboration and extensive training program help our agents meet client's individual needs with a personalized financial strategy.