Capstone Wealth Management, LLC.,
is a Registered Investment Advisor

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:
California, New Hampshire, Oregon, Texas, New York and Washington.

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