We chose the name “Capstone” to reflect our firm’s focus on college planning. A capstone is a student’s final course of subject mastery in college. We want to help our clients achieve subject mastery when it comes to their financial planning. Through our ongoing partnership, we’ll help you make empowered decisions about your money – from investments to college saving. We believe in building a partnership with each of our clients based on a foundation of trust. We’re here to support you for the long-haul, not just a one-time sales transaction.