At Capstone Financial Advisors, your goals are our goals.
You’ve worked hard to establish and maintain your wealth. Now, you want to protect that hard work and ensure your family can enjoy a full and happy life.
At Capstone Financial Advisors, we are invested in your success, and work to deliver insight and recommendations guided by our proven experiences, industry best practices, and an understanding of your ambitions for your wealth and hopes for your family.
We work together to provide comprehensive services tailored to each of our clients. Depending on your needs, your team may include wealth advisors, attorneys, tax specialists, accountants, and others to deliver customized services for you and your family. This approach enables us to formulate the solutions that meet your complex financial concerns.
Our Services
Investment management
We work by your side to determine your specific investment needs, establish your priorities, and integrate your strategy with all aspects of your financial life.
Tax planning & Preparation
As your independent wealth manager, we consider the income tax impact of financial decisions or recommendations we make. We take practical measures to lessen your tax burden.
Retirement planning
Planning for retirement shouldn’t be complicated. We’ll walk you through your options – whether you’re an individual looking ahead or a business owner seeking the right plan for employees.
Education planning
Funding higher education requires commitment and careful planning. To help prepare, we’ll work with you to analyze your education needs and determine the best option.
Estate planning
For high-net-worth clients, a thorough estate plan is essential to creating a legacy and to protecting your assets.
Risk management
We offer a full array of risk management services, which include advice on property and casualty insurance, and asset protection structures.
Family Office
Our Family Office delivers integrated, seamless service and solutions for multi-generational wealth management. We serve as your private board of directors, offering advice and guidance on topics ranging from investment management, tax planning, to household management and so much more.