Our Story

About Image
About Image

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

Why Choose Us

Independent, Fee-Only

We are an SEC Registered Investment Advisory firm and are independent of large banks or brokerage firms.  This allows for independent advice built on experience, and knowledge. We are Fee Only, which is disclosed up front in both a clear and transparent manner.  Our advisory fee was built in a way that attempts to put us in your economic shoes. It's based on the principle - "If you do better, we do better."

Clients First

Our only focus is advising individual investors and their families. Our daily focus is to risk manage the multitude of dynamic investment markets.


We are compensated only by our clients never products. As a fiduciary, we are held to the highest legal standard (duty of care) in financial services which requires our advice and recommendations to always be in your best interest.

Our Approach

One major difference that you’ll quickly notice in listening to any of my radio shows and podcasts is that I don’t subscribe to Wall Street story telling and pie chart selling (60/40 etc.). That’s not asset management and none of that protects you from major losses. Instead, I’m a student of Risk Management and I focus on understanding Growth and Inflation through the lens of the Rates of Change (RoC) of growth and inflation, which helps us front run the Fed.

Through my partnership with Hedgeye Risk Management, I employ a “go anywhere” strategy of asset management. This simply means we are not confined to the Wall Street staple of 60/40 in US stocks and bonds.

“Old Wall” firms that pitch “buy and hold” or are always telling you to “buy the dip” simply don’t have your best interests at heart! Make no mistake, Wall Street is the in the business of selling you stock...NOT helping you manage your money, and certainly not helping you PROTECT your money. When was the last time you heard any Wall Street analyst on CNBC or other major financial news networks telling you to sell something BEFORE is falls? Rare…if ever.

Not at Capstone Wealth Management. Our focus is to help you protect AND grow you and your family’s hard-earned capital. We do this by employing the Hedgeye multi-factor (Price, Volume and Volatility signaling process), multi-durational modeling system that focuses on identifying where we are on the economic sine (math term there) curve. This then allows for a broadly back-tested system of identifying the best asset allocations for the economic cycle that we are in, allowing you to be a real full-cycle investor.

The math of the markets only understands rates of change. If the conversation about investments don’t start and end with numbers and a mathematical perspective…it is irrelevant. Valuations are an opinion and therefore irrelevant. Wall Street Bull/Bear “Surveys” are opinions and therefore irrelevant. What matters is the acceleration to or the deceleration from a base effect and the speed at which that acceleration or deceleration is occurring.  Without an understanding of that basic principle, Wall Street will never make sense. Which, frankly, is fine by me, since those are the uninformed people we’re playing against!

Ready for a better way? Good…you’ve found the right spot. Come join our family!

Our Clients

Investors From Diverse Backgrounds

Our clients range from grandchildren of legacy clients to 401k’s, trusts, Foundations and Donor Advised Funds.

Across Many Risk Profiles

Every person has a unique attitude and comfort level of investment risk. We’ll have a discussion of portfolio risk to set a target risk number to set up your portfolio. Whether providing steady income or capital appreciation we can find the right balance for you.

Our Team

Meet Our Team of Friendly Professionals

Team Member

Allen Montgomery

Portfolio Manager
Team Member

Chris Kline

Portfolio Manager
Team Member

Jonathan Stump

Head Trader and Analyst
Team Member

Lauren Mansfield

Assistant / Director of Account Operations
Footer Hero

Company Logo

Copyright © Capstone Wealth Management | An SEC Registered Investment Advisor (RIA).
Advisory services offered through Capstone Wealth Management Corp.
For a copy of our most recent Form ADV, please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. or call 866.596.9886.
To Check Firm or Individual Backgrounds please go to http://adviserinfo.sec.gov.
Powered by AdvisorFlex