ABOUT
Capital Strategies, LLC is dedicated to helping local businesses and individuals achieve their financial goals through personalized financial and investment strategies. Our team of experienced professionals is committed to providing expert guidance and support to our clients. We take the time to understand your unique financial situation and develop customized strategies to help you succeed. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, we are here to help you every step of the way.
OUR TEAM
Meet the dedicated professionals behind Capital Strategies, LLC.
DOMINICK JAMES
Founder and Principal
With a wealth of experience in the financial industry, Dominick is committed to helping clients achieve their long-term financial objectives. His strategic vision and leadership have been instrumental in guiding our clients towards financial success.
GRACE RIOS
Project Manager
Grace's exceptional organizational skills and attention to detail ensure that our clients receive the highest level of service and support. She plays a key role in managing and executing our clients' financial plans.
KIM BAILEY
VP Marketing
Kim brings a creative and strategic approach to our marketing efforts, ensuring that our clients are informed about the latest financial trends and opportunities. Her dedication to client satisfaction is reflected in our successful marketing campaigns.
TREVOR SINCLAIR
VP Accounts
Trevor's extensive knowledge of financial accounts and regulations allows our clients to have confidence in the management of their financial assets. He is dedicated to providing the highest standard of financial accountability and transparency.