Capstone Wealth Advisors Information

Capstone Wealth Advisors was founded with the goal of assisting our clients in every aspect of their financial lives. We provide comprehensive financial planning and wealth management services to physicians, business owners and retirees. Our approach is highly personalized to specifically address each client's needs, goals and dreams. Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only are our team members knowledgeable, having earned the CPA, CFP®, and advanced degrees in both financial planning and wealth management, but our staff truly cares about making our client’s dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Objective Fee Only Advice – CWA is a fee only financial planning firm. We do not sell products or receive commission from the sale of products. We are held to a fiduciary standard which legally means that we can only give advice that is in your best interest. Private Trust Account Custody - Most investors are unaware that many firms hold their investments in “street” name and use them as collateral in a variety of financial transactions for their own benefit. Our client’s accounts are held in a private trust and are never put at risk by the custodian or pledged as collateral. Even your investment reports are prepared by an independent third party and mailed directly to you. Independence – We are not beholden to a parent company which requires us to recommend their products to meet a quota. We present innovative and creative recommendations that address your personal financial situation and are free to recommend any product or service that we feel best addresses your individual situation.