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Capstone Wealth Management, LLC.,
is a Registered Investment Advisor
www.adviserinfo.sec.gov

Financial Services

Fee Only brokerage services are available for:

  • Stocks
  • Bonds
  • Exchange-traded funds (ETFs)
  • Managed Futures
  • Mutual funds
  • Annuity products


Registered Investment Advisory Services are offered through Capstone Wealth Management Group LLC, A Registered Investment Advisor. 

Capstone is currently licensed in these states:
Californian, New Hampshire, Oregon, and Texas.

We also operate in other states under the “de minimis” exemption, meaning having five or fewer clients within that state.