Wealth Management Services of Austin, LLC

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Our accounting firm offers a wide range of services for both individuals and businesses in many different industries. We pride ourselves on our individualized attention and service to meet the specific needs of each client. A few of our professional services include, Tax Management Services, Accounting Services, Assurance and Advisory Services, Estate and Trust Planning and Tax Preparation, IRS Representation, Employee Benefits, Pension, and Profit-Sharing Plans, Mergers, Acquisitions and sales, Payroll Services, Financial and Retirement Planning, Business Valuation and Cash Flow and Budgeting Analysis. We use different strategies depending on the individual or business to minimize your tax liabilities and maximize your cash flow to keep you on track for your financial goals. We guide our clients through the often confusing and frustrating tax laws and we can break down and make sense of your bills, receipts and notices. Visit our website to find out more and contact us today!

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.