At Capitol Wealth Strategies, we know that financial success is the result of discipline, hard work and smart, informed decision-making. We look beyond your basic financial needs and seek to optimize your assets, protection, and cash flow — and minimize your debt — now and in the future. Our objective is to put you on a path to efficient wealth accumulation and financial balance, while protecting the future of your loved ones or your livelihood. Helping to … Optimize your wealth. Achieve your goals. Protect your dreams. Capitol Wealth Strategies is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 901 S. Mopac Expy, Barton Oaks IV, Ste 150, Austin, Texas 78746, 512-651-2009. PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. | Guardian, its subsidiaries, agents, and employees do not provide provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Capitol Wealth Strategies is an independent agency and not an affiliate or subsidiary of Guardian. 2019-92320 Exp. 01/11
View Top Employees from Capitol Wealth StrategiesWebsite | http://www.cwsplanning.com |
Revenue | $13.2 million |
Employees | 42 (40 on RocketReach) |
Founded | 2009 |
Address | 901 S. Mopac Expy Barton Oaks IV Ste 150, Austin, Texas 78746, US |
Phone | (512) 651-2009 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Comprehensive Wealth Strategies, LLC., Kelly & Yowell Financial, Vista Private Wealth Partners LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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The Capitol Wealth Strategies annual revenue was $13.2 million in 2024.
Angie Kilidjian is the Director Talent Acquisition of Capitol Wealth Strategies.
40 people are employed at Capitol Wealth Strategies.
Capitol Wealth Strategies is based in Austin, Texas.
The NAICS codes for Capitol Wealth Strategies are [52393, 523, 52, 5239].
The SIC codes for Capitol Wealth Strategies are [62, 628].