Strategy Cap

StrategyCap Inc. is a unique financial planning and wealth management firm dedicated to understanding our clients' "Why?"-their motivations, passions, and values. We cater to successful business owners, professionals, and retirees who are deeply invested in their families, communities, and businesses. They understand the importance of effective decision-making and the role of personal wealth management and financial planning in achieving their goals.

Our Unique Approach

We are committed to offering highly customized financial planning services tailored to our clients' specific needs. We excel in identifying opportunities, spotting issues, and making sense of complex matters that our clients may otherwise overlook. Our clients appreciate our collaborative approach, which regularly involves their other advisors in the decision-making process. We believe that our unique skills, passion, and business design enable us to deliver exceptional value and make a meaningful impact on our clients' lives.

Our Core Values

At StrategyCap Inc., we are guided by a strong set of core values:

• Integrity: We prioritize honesty, ethics, and trustworthiness in every aspect of our work.
• Independence: As an independent firm, we have the freedom to focus on our clients' best interests without corporate distractions or pressures.
• Objective Thinking: We offer unbiased advice and recommendations, analyzing each situation carefully to create tailored solutions.
• Fiduciary Duty: We put our clients' needs and interests first, upholding a fiduciary standard of care.
• Transparency: We maintain open and clear communication, ensuring our clients are fully informed throughout the decision-making process.

Leadership and Collaborative Insight

Our clients value our leadership, advice, guidance, and pro-activity. As a firm, we are committed to taking responsibility for our actions, playing an active role in navigating the financial planning process, and facilitating effective decision-making. We strive to identify blind spots, offer enhanced content through comprehensive strategic plans, and foster collaboration with our clients and their other advisors.

StrategyCap Inc. is proudly affiliated with Cambridge Investment Research, Inc., an independent broker-dealer that shares our commitment to integrity, respect, and providing real value to clients. Cambridge's independence allows us complete freedom in our financial services operations, with administrative support in compliance, marketing, licensing, and regulation.

The partnership with Cambridge enables us to offer a comprehensive range of financial products and investment resources designed to meet each client's unique needs. As a registered investment advisor representative, we are committed to preserving our clients' best interests while maintaining the freedom to coordinate and consult with their other advisors. This approach allows us to offer business consulting services, further enhancing our ability to serve our clients in a holistic and highly customized manner.