Find calm and confidence

as we work together to craft a personalized financial plan guided by your goals and values.

The Capstone Way

At Capstone Wealth Partners, we’re not your typical financial advisors. We’re committed to The Capstone Way – putting your needs first through transparent, goals-oriented planning and sustained support. Let us help you achieve financial clarity and confidence, no matter what stage of life you’re in.

Traditional Advisor

• Commission-based or asset-under-management (AUM) fees, always trying to get more assets under their “umbrella” or sell you something you don’t need.

• They start with assets first – trying to manage your investments or come up with a strategy before they even know you, your family, or your goals.

• Transactional, with a focus on product sales, investment strategy, and limited face time.

Capstone Advisor

✓ We are a fee-only firm, not trying to sell you insurance products or invest all your assets with us.

✓ We start with a comprehensive goals-based plan to organize your priorities, then build a customized financial strategy.

✓We are a trusted partner, providing ongoing guidance, education, and a listening ear – here to help you work through life’s wins and challenges, and adjust your plan accordingly in each new season.

The Elements of a Financial Strategy

There is more to financial planning than just investment management. The Capstone Way is a comprehensive approach that prioritizes your unique needs and goals. This method integrates the many aspects of your financial life into a cohesive strategy.