Who We Are
At Capital Strategies, our vision is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be.
Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem solving that result in improved client solutions and higher quality advice. Achieving financial independence is a journey; at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way.
Managing Partner of Capital Strategies Michael Priede
We are committed to the places where we work and live, whether it’s providing guidance to families caring for a loved one with special needs or being actively involved with local community-building organizations. We believe in supporting our communities through alliances, sponsorship and hands-on involvement.