A financial advisor who answers your call!

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Capital Strategies Group by:

Why Capital Strategies Group?

Take a look at our process and see if we're a good fit!

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  • Case Study #1
    David and Anne

    AGES 52 AND 50   |   PRE-RETIREMENT

    Primary Goal: Get organized and make strategic decisions with their money to make sure their nest egg can support them when they choose to retire ...

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  • Suzanne Bays - Financial Advisor
  • Retirement Planning
  • Case Study #2
    Bob and Christine

    AGES 68 AND 67   |   RETIRED

    Primary Goal: Reduce taxes, make sure their investments are optimized, create peace of mind with a reliable income stream in retirement ...

    Read More

Your financial goals might be a bit different, but we can find success together!

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MEET YOUR ADVISOR

Suzanne Powell

Suzanne is the founder of Capital Strategies Group and acting Vice-President of Meridian Wealth Management. Prior to 2016, she was the vice president of investments for Wells Fargo in Lexington, Kentucky. She has earned a reputation as an advisor who always answers your call.

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Why Pay Someone to Manage Your Money?

  • Accountability

    You have concerns about losing money in the markets and you need someone to keep you disciplined when fear or euphoria are at their highest.

  • Investment Diversity

    You want access to institutional investments that are not accessible to all investors.

  • Fear Factor

    You dislike dealing with your money as it makes you uncomfortable.

  • Priorities

    You prefer to spend your time pursuing your life passions and not worried about researching, selecting and rebalancing your investments.


If any of these points resonate, we want to help you! Pick a time to chat that works best for you.

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