Not All Financial Advisors Understand C-Suite Complexities.
We do. Your position comes with sophisticated financial opportunities.
We’ll make sure you're maximizing every single one.
As a corporate executive, your compensation package is more than just a salary, way more.
At Capstone Financial Advisors, we specialize in helping executives like you transform your opportunities into lasting wealth. As a fee-only, personal financial advisory firm, Capstone works with high-net-worth individuals, families, and institutions. Let us put our experience to work for you.
The Executive Advantage
Strategic Compensation Optimization
Get the recommendations you need to navigate stock options, insurance, and deferred compensation with confidence.
Tax-Smart Planning &
Preparation
Minimize tax impact across all forms of
executive compensation with no surprises
come tax time.
Comprehensive Wealth Integration
Make the most of your executive benefits to achieve your personal wealth goals.
Partner With a Wealth Advisor Who Understands Your Unique Needs
Stock Option & Restricted Stock Unit Strategies
Exercise timing optimization
Tax-efficient liquidation planning
Long-term incentive program maximization
Deferred Compensation Expertise
Election timing strategies
Distribution planning
Tax burden minimization
401(k) & Retirement Planning
Executive-level contribution strategies
Investment allocation optimization
Integration with your total compensation package
Risk Management & Protection
Executive benefits assessment
Insurance coverage analysis
Estate preservation strategies
The Capstone Difference
Independent Fiduciary Financial Advisors
As fiduciary advisors, we’re both ethically and legally bound to put your interests first. Through fee-only compensation, we don’t work on commissions.
Full-Service Excellence
Your executive position demands attention to detail across investment management, tax planning, estate planning, and risk management.
Boutique Attention
Your personalized strategy reflects your unique compensation structure, company equity, and long-term objectives.
And we always consider tax implications. Always.
Schedule Your Free, No-Obligation Consultation
It’s private and confidential. We’ll listen to you. What are your goals? What drives you? We’ll tell you about our approach and give you the information you need to make an informed decision right for you and your family.