Welcome to Capital Strategies.
Capital Strategies is a Registered Investment Advisory company under the Investment Advisors Act of 1940, offering comprehensive financial planning services to individuals, corporations, and institutions on a fee basis, without obligation to purchase financial products.
Our Disclosure Brochure, indicating our registration with the State Banking Commission and summarizing our personal financial planning activity, is given to all advisory and prospective advisory clients.
Formed in July 1987, its principals, Claudia Jacques-Soto and Bichop Nawrot, have over 75 years of combined financial planning experience in direct client services. The company is located in Bloomfield, Connecticut.
Please contact us to discuss your needs today.