Vision
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.

Mission
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.

Your Financial Health…...Is Our Business

What Makes Us Different:

Capital Strategies is team-focused and process-driven. Our client process
begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. 

Service. Every initial engagement includes the scheduling of regular client review
meetings. These are designed to reinforce our commitment to your goals and give you the
opportunity for ongoing collaboration and adjustment to your financial strategies. 

As advocates for your financial health, our representatives are focused on
developing holistic financial strategies, not on selling financial products.

Disclosures and licensing: https://www.csomtx.com/licensing

Insurance

Professional Services

Retirement

Capital Strategies, Beyond Wealth

Darren Scrimpshire

Chfc® Scott Werner

Ccfs® Stephen san Roman

James Ross

The Leadership Team at Capital Strategies, Beyond Wealth, consisting of the President, Vice President, and Executive Vice President, is responsible for setting the strategic direction and vision of the company. They ensure that all teams are aligned with the company’s mission of providing holistic financial services and fostering a culture of accountability. The Leadership Team also oversees the execution of business objectives, drives innovation, and maintains the high quality of client solutions and advice that Capital Strategies is known for.

Leadership Team

Financial Services Team

Leadership Team

About

Team members

Other teams at Capital Strategies, Beyond Wealth

Financial Services Team