Get to know Capstone Financial Advisors.
Proud sponsors of the “Hokusai and Ukiyo-e: The Floating World” exhibition.
As a fee-only, personal financial advisory firm, Capstone works with high-net-worth individuals, families, and institutions. In us, you’ll find more than wealth management. You’ll find a partner.
We Believe in Supporting Our Clients & Our Community.
The “Hokusai and Ukiyo-e: The Floating World” Exhibition makes its American debut here in Chicago, May 31 to September 21. Supporting the arts is important to us, as we know it is to you. Together, let’s go back in time to experience Tokyo — before it was Tokyo.
Protect Your Wealth with Comprehensive Financial Services.
Your Capstone team may include wealth advisors, tax specialists, accountants, and others to deliver customized services for you and your family. Our services include:
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.
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.
Estate Planning
For high-net-worth clients, a thorough estate plan is essential to creating a legacy and to protecting your assets.
Tax planning & Preparation
As your independent wealth manager, we consider the income tax impact of financial decisions or recommendations we make.
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.
Risk Management
We offer a full array of risk management services, which include advice on property and casualty insurance, and asset protection structures.
The Capstone Difference
At Capstone Financial Advisors, our wealth management services are centered around you. We get to know you, your family, and your financial goals.
Independent Fiduciary Financial 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
To meet your financial goals, we provide comprehensive services tailored to each of our clients.
Boutique Attention
You’ve worked hard to build and preserve your wealth. Your recommendations are shaped by our experience, industry practices, and our commitment to understanding your aspirations.
Schedule Your Free, No-Obligation Consultation
It’s private, confidential, and focused on your situation and goals.