1005 A Street
The Sky's The Limit
Make your dreams a reality with a financial plan
Focused On Your Financial Future
We provide tailored wealth management strategies to support you and your family.
We Always Put You First
Honesty, integrity, and trust are the cornerstones of our practice.
Pursue Financial Freedom
Whether you are saving for retirement or just starting to invest, we're here to help you work toward your financial goals.
Custom-Tailored Financial Plans
We work with you to make sure that you're always working towards your goals.
Encore Careers: Push Your Boundaries
Capital Strategies & Investments, Inc. (CSI) was founded in 1987 to provide comprehensive financial planning and investment advisory services to individuals, small businesses, tax qualified and nonqualified retirement plans and trust accounts.
Our financial planners will work closely with you to develop a strategy that gives you financial peace of mind. We have your back.
Our firm is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life.
We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step.
Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way.
The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.