Strategy Capable partners with Registered Investment Advisors and wealth management firms navigating growth, change, or integration. We help build the strategic capabilities your team needs to lead from within. Then we transfer the tools, processes, and expertise to your team and step back when you’re ready to move forward independently.
Founded and led by Brooklyn Jones, who has 13 years of experience across military service, high-growth consulting, and Fortune 500 strategy development,
implementation, and program management. AI-native operator with a track record of getting real usage, not shelfware. Based in Indianapolis, serving clients regionally and remotely.
About Strategy Capable
How We Work
The Capes Method ends with ownership.
Your team isn't just more informed - they're more capable.
Discover
Clarify
In the discovery phase, we define your goals, develop a current-state map and a prioritized 90-day roadmap - all in a fixed 4-6 week engagement.
Build
Architect & Partner
This is where we customize your strategy, integrations, and workflows to your firm and build it alongside your team. Specific capability buils may include a scorecard system, an AI adoption program, hiring & capacity models, and similar.
Deploy & Evolve
Empower & Sustain
Watch your team execute independently. We offer an ongoing retainer option to work as a strategy execution partner alongside your leaders month over month, and iterate as your business evolves.
Our Philosophy
Where we take you
At Strategy Capable, we know what it's like when your team is suffering from change fatigue, priorities are ambiguous and shifting focus constantly, and your outside strategy consulting gave you a roadmap and then disappeared.
That's why we prioritize real adoption in daily workflows.
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Imagine your whole team has trust in leadership from paced, intentional change. Your strategy advisors are embedded partners who are just as invested in businesses outcomes as you are. You have a single source of truth your leadership team bases every decision on, and a prioritized roadmap your team feels empowered to act on every single day.
Illustrative Case Study
What it looks like in practice
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Enterprise Ensemble - Two-company financial services group under one owner. Leadership and producer roles shifting, new service line launching, same month.
Lever
Defined the measurement architecture before the restructure launched, so every moving piece could be judged on its own.
Impact
Role, person, and execution became three separable questions instead of one tangled one.
Mid-year review produced three clear answers on evidence, not opinion. Investment returned =2x within 12 months on cost savings alone.
Result
Three people, ninety minutes, no cost.
An honest assessment of where your strategy capability holds and where it
breaks, one problem worth solving next, and two other people carrying the same weight. That last partmatters more than people expect.
I get your honest input on what you are up against, and if it was worth your time, permission to say so out loud.
Running through December 31st. Reserve a spot now.