Why Choose Us

Capstone Wealth Management offers:

  • Fee only Financial and Retirement Planning - A Road Map, designed specifically for you by a Certified Retirement Financial Advisor professional to help you achieve your financial goals.
  • Fee only Investment Management - Professional, actively managed investments designed according to your specific risk and return goals
  • Fee only management for your retirement savings programs such as Qualified Plans and Rollover IRAs.

Capstone Wealth Management is a private, fee only financial planning and investment management firm.

We create custom financial and retirement planning strategies and use proprietary investment management solutions for individuals, families, business owners and their companies, trusts, retirement plans and private foundations.

Our firm is staffed with trained financial professionals committed to upholding the fiduciary standard and helping you solve your investment management and retirement planning needs.

You can be sure that the advice you receive is free of any conflicts of interest. First of all, we operate under a strict Code of Ethics from the Societies of Certified Retirement Financial Advisors and Chartered Financial Analysts. Second, we accept no commissions since we offer no "products" for sale; only advice and management.

Our planning and monitoring services include:

  • mathematical risk analysis and forecasting
  • professional evaluation and advice
  • specific recommendations
  • support
  • a structure for making decisions and
  • accountability