PRAETORIAN Private Wealth

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.

Twin Oak Advisors is a comprehensive financial services firm based in Austin, Texas, offering a wide range of investment and wealth management solutions. With a focus on personalized guidance, the company's experienced team of financial planners and advisors work closely with clients to develop tailored strategies for investments, retirement planning, tax planning, and more. As a trusted financial services provider, Twin Oak Advisors specializes in a variety of investment products and services, including stocks, bonds, mutual funds, IRAs (traditional, Roth, SEP, and SIMPLE), brokerage accounts, government securities, and variable annuities.

We specialize in retirement and pre-retirement financial planning while working with a diverse range of professionals, families, and small business owners. Understanding the value of an advisor, our clients seek the advice from a professional they trust who can help them solve the financial challenges that plague themselves and their families. We act as this type of professional, efficient problem solver. Through our strategic alliance with LPL Financial and Dimensional Fund Advisors, we have access to robust, unbiased research and customized portfolios that take your risk preferences, tax situation, and lifetime objectives into account.