Our Mission

It is the Capital CS Group’s mission to change the way wealth is viewed, not as an independent journey, but as a path guided by a team of professional financial advisors and a proven goal based financial planning approach.

The Capital CS Group has demonstrated successful navigation of all types of markets through our in-depth financial planning process developed over our 28 years of industry experience.

Our team specializes in personalized solutions for wealth accumulated through corporate executive stock plans of fortune 1000 companies. We have worked with UPS, Johnson and Johnson, Kraft Heinz, and others. We appreciate the unique and complex financial challenges that successful corporate executives face.  Utilizing our experience, we are well equipped to provide executives with solutions to address these challenges.

In addition to our experience and investment process, our highest priority is to provide our clients with a service experience that exceeds their expectations by frequent contact, availability, and proactive problem solving to maximize their positive experience with our team and minimizing any inconveniences.