About Us
We are an independent, fee-only Registered Investment Adviser. That means we don’t sell products, take commissions, or answer to banks or brokers. Our advice is ours alone, and it’s focused entirely on what’s best for you.
Our mission is to be your financial partner through life’s big moments - and the everyday ones too. Whether you’re welcoming a new baby, starting a new job, navigating a loss, buying your first home, or simply trying to make sense of your finances, we’re here to help you make thoughtful decisions that align with your goals and values.
Our process is simple: we listen, we plan, we act - and we stay by your side as your financial life evolves. We work only with individuals, families and their businesses, and our success is tied to yours: when you do better, we do better. Our primary incentive is based around increasing and protecting our clients' wealth, which we achieve through goals based, systematic, non-emotional investment management. As fiduciaries, we are legally and ethically bound to put your interests first, every single time.
No jargon. No hidden fees. A commitment to transparency. Just honest, straight-up advice and personalized portfolio management, designed to help you feel confident, prepared, and supported at every stage of life.
What Our Current Clients Say
Testimonials were provided by current clients of Capstone Wealth Management. No cash or non-cash compensation was provided, and no material conflicts of interest have been identified. These testimonials reflect individual experiences, may not be representative of all clients, and are not a guarantee of future results. All investments involve risk, including possible loss of principal.