Capital Strategies, Beyond Wealth
Darren W. is a seasoned financial professional with extensive experience in various roles across multiple firms. Currently serving as a Financial Services Professional at Capital Strategies, a MassMutual firm, since May 2021, Darren has previously owned a business and held positions such as Controller at Unknown Ventures and Manager at 9Gauge Partners, LLC. With a background in consulting with firms like Cox Consulting Network and Robert Half Management Resources, along with roles as Director of Finance at Olloclip and CFO at Holoholohey, LLC, Darren has demonstrated expertise in financial management, process improvement, and asset control. Darren holds a Bachelor of Business Administration in Accounting from the Raymond A. Mason School of Business at William & Mary.
Capital Strategies, Beyond Wealth
Vision At Capital Strategies, our vision is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be. Mission Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem-solving that result in improved client solutions and higher quality advice. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing