Financial Services

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, Colorado, New Hampshire, New York, Ohio, Oregon, and Texas.

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