Grow Capital, Retain Talent. The CAP-Ex Group, LLC was formed jointly by Professional Holding Company, LLC (PHC) and Wealth Management Strategies, Inc. (WMS).  Specialists in responsible executive benefit planning, The CAP-Ex Group partners with healthcare, non-profit, financial, and academic institutions to enhance their economic futures with an innovative technique that transforms expenses into assets. The proprietary design optimizes capital growth for the institution and provides the potential for greater retirement income plus death benefit protection for the participant. The CAP-Ex Group is comprised of seasoned professionals with diverse backgrounds in healthcare, accounting, legal, estate, and financial planning to facilitate a turn-key solution complete with economic modeling consultation, program implementation, and ongoing client services.