Meticulous and Thoughtful Advice. Tailored to Your Needs.
You deserve a dedicated partner who has the expertise to help integrate the pieces of your financial life. Our experienced team is committed to understanding the complexities of our clients’ lives and to helping them reach their life goals by providing knowledgeable, comprehensive financial advice and services. We accomplish this through:
We start by understanding your needs and objectives, then tailor a plan to address them. We focus on personal and comprehensive advice that helps you achieve your specific financial goals.
We take a team approach to developing your financial plan, ensuring you in-depth expertise, thorough planning and multiple perspectives. At Capstone, an advisor, planner and client service specialist are always working for you.
As fee-only advisors, you can expect carefully constructed advice that is untainted by the manner in which we are compensated. We are fiduciaries who accept neither commissions nor additional compensation for the services we recommend. Clients generally compensate us on a percentage of the wealth we manage. This helps ensure your best interest is the driving force in our relationship.
We realize that financial objectives evolve over time – what was appropriate before may not work for you today. We regularly review planning priorities, evaluate progress towards objectives, and recommend actions necessary to overcome planning obstacles. We take great satisfaction in providing the feedback you need to thoroughly understand your financial plan.
Our advisors have all earned professional certifications and are members of major professional organizations that govern their respective industries. Through our long-term relationships with clients, our team has many years of experience in assisting multiple generations within individual families.
We hold ourselves to a high standard of quality in the advice we deliver and value transparency, integrity and dependability. We achieve this by exercising strong management practices and by maintaining high ethical standards in all that we do.