Like snowflakes and thumbprints, no two investors are alike. Your financial needs and desires may be 180º from your neighbor’s. But as long as you’re both with Capstone Wealth Management Group, you might share one thing in common: a deep sense of trust in who you’re working with. Unlike the big “wirehouse” firms that are tied into a handful of proprietary products, our CERTIFIED FINANCIAL PLANNER™ Professionals take the time to analyze your unique situation and focus on your long-term goals.
We then apply independent research and solid strategic thinking to open up a wide range of investment options for you. Top it off with our concierge-level service and you’ll begin to realize that no other wealth management group gives you so much freedom and support. So if you’re looking for the instant gratification of the latest Wall Street investment product, you’re in the wrong place. But if you’d like to have the wherewithal to be permanently generous, our goal is to take you there.