as we work together to craft a personalized financial plan guided by your goals and values.
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.
• 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.
✓ 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.
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.
Schedule a call to see if our services are right for you
Filing the Free Application for Federal Student Aid (FAFSA) is a critical step in securing college funding, and for families navigating divorce or separation, the process comes with unique and
Many employers are already in or about to begin their annual open enrollment period for employee benefits. This is the key time of year to review your options and make
Applying for financial aid is a critical step in making college affordable, but the process is complex and full of potential missteps. Simple mistakes on financial aid applications — such
Sign up for our weekly newsletter to get our best ideas on saving and paying for college.
Register for “Building A Great College List!”
