Legacy Private Asset Managers

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Gregson Investments is a financial services firm based in San Marcos, TX, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized strategies and long-term wealth growth, Gregson Investments offers a range of services to help clients achieve their financial goals. Generated from their business information

Capital Strategies is backed by a longstanding organization of experienced people, exceptional products, and a realistic, needs-based approach to financial strategies. We are committed to helping you meet your financial needs: protecting your family or business, building predictable retirement income, and knowing you will be financially prepared for the future. Our leadership team has over 60 years of combined experience in the industry, we remain committed to the core values our firm was built upon, and we leverage our strength to deliver superior value to all our financial professionals and their clients. The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.