Capstone Wealth Partners

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.

Featured In

Get your free College Money Report™

Answers to 3 critical things every family needs to know before entering the college funding maze.

Get a fully customized report and demystify your student’s college financial aid outlook.

Get Started

Schedule a call to see if our services are right for you

From the Capstone Blog

Student Loans: What You Need to Know

EVERY SECOND America’s student loan debt GROWS by $2,726!

In the last ten years, the total student loan debt in America went from $487 Billion to $1.363 Trillion as of the second quarter of 2016. WOW!

Loans come in two forms – federal and private (bank) – and no matter who you borrow the money from, you will need to repay it with interest so you need to understand the different types of loans and how they work.

Read More »

Learn to Plan for College Like a Pro

Sign up for our weekly newsletter to get our best ideas on saving and paying for college.

  • We respect your privacy. No spam, guaranteed.
  • This field is for validation purposes and should be left unchanged.

Register for “How Do Divorced Families Pay for College?”