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Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
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College Financial Terminology 101 Capstone Wealth Partners Ohio

529 Plan Owners Beware – Use your funds wisely or pay the price

Many families recognize the value of 529 savings plans.  529 plans provide an easy way to put aside money for college that will earn interest tax-free (when used for qualified... read more →
  • February 18, 2015
  • Joe Messinger, CFP®
  • College, Tax Planning

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Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families

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