Capital Strategies Investment

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(630) 320-5100Call Visit WebsiteVisit Website Map & DirectionsDirections1 Parkview Plz Ste 620Oakbrook Terrace, IL 60181 Write a ReviewWrite Review

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Location

Town Square Wheaton

AKA

Capital Strategies Investment Group

Other Links

https://www.capstratig.com/contact

http://capstratig.com

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Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Retirement Planning Services

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Phone: (630) 320-5100

Address: 1 Parkview Plz Ste 620, Oakbrook Terrace, IL 60181

Website: https://www.capstratig.com/contact

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Capital Strategies Investment

Charitable Giving
We create custom, comprehensive financial plans that pair your current and future goals with detailed projections and analysis of taxes, spending, charitable giving, legacy, and estate planning. Then, we’re by your side as you progress toward your goals.

Investment Management
We support organizations seeking a true fiduciary investment management partner to oversee some or all of their most important company assets.
Wealth Management
Neil is a Certified Private Wealth Advisor® (CPWA®) in the firm’s private wealth practice. He advises individual clients on various topics related to wealth management including investment advisory, retirement, and estate planning. Neil also supports our institutional clients by working with executives on their personal wealth strategies and conducting one-on-one and group educational meetings primarily for pre-retirees. Neil builds partnerships with our private clients with a strong focus on helping them articulate their goals and achieve financial security. Leveraging our institutional expertise, Neil focuses on wealth preservation, identifying tax-efficient strategies, and structuring low-cost portfolio solutions. He takes a collaborative, planning-based approach to client service and partners with legal and tax advisors to ensure the integration of a holistic wealth management strategy.

Accounting Services
Cash Flow Analysis
It’s not just about your portfolio. Choose from a wide range of additional services, including debt reduction strategies, college planning, budgeting and cash flow analysis, distribution strategies, estate plan analysis, charitable giving strategies, and life insurance analysis.

Financial Planning
Retirement Planning
She works with corporate and non-profit clients advising them on their retirement plans, endowments, and reserve accounts. Alison partners with clients on investment menu design, investment manager selection, fiduciary governance, provider service and fee evaluations, plan design best practices, and pension plan issues such as de-risking strategies and plan terminations.
Long Term Care
This month, Neil and Molly update you on all of 2024’s increased contribution limits. Plus, they help you create a solid plan to meet your long-term care needs. Whether your goal is to age in place, explore assisted living options, or arrange for in-home care, this video gives you the framework for incorporating your personal preferences and values into your care plan.
Asset Management
Mike oversees CAP STRAT’s investment research processes and leads the development of CAP STRAT’s economic and financial market outlook and capital market assumptions. Mike designs and oversees CAP STRAT’s asset allocation analysis, VFT framework, manager research, risk tolerance assessments, and investment strategies. Mike is passionate about building a deep understanding of economic and financial market trends and drivers. He excels at analyzing manager style, strategy, and execution, evaluating a fund’s ability to generate desired investment returns and recommending managers to be included in client portfolios.
College Funding

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