Our firm provides a family office experience that serves a select number of clients, allowing us to design wealth management solutions that work for you.
As your fiduciary, our job is to collaborate, execute, monitor, and report so that you'll have more time to enjoy life.
Since 2003, Capstone has been serving as a fiduciary for financially established families like yours. Our team is known for our methodical processes, transparent fees, and reliable outcomes.
What is a family office experience?
A family office experience engages a collaborative team of professionals to deliver integrated, highly customized wealth management services to a limited number of clients.
Learn MoreCapstone's approach to wealth management (WM) encompasses three key areas of service provision:
WM = IC + AP + RM
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Capstone's clients realize that time is their most valuable resource. Instead of constantly monitoring their investments and keeping up with changing tax laws, they want to enjoy the benefits of their hard work.
Clients typically seek our guidance in areas such as the following:
A fiduciary is a person or business that has the power and obligation to act for someone else under circumstances that require total trust, good faith, and honesty.
When you decide to work with Capstone, we will serve you under an oath of fiduciary responsibility. As your fiduciary, we will always put your interests first whenever we provide information and recommendations.
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As your fiduciary, Capstone works for you rather than for an insurance company or investment firm. Transparent advisory fees are earned by Capstone Wealth for financial planning, investment advice and wealth management services. The advisory fee represents a small percentage of the value of the portfolio and is withdrawn from the portfolio each quarter. Consulting services are available on a subscription basis to help you prepare for financial transitions such as selling your business.
Learn more about our feesFor many individuals or couples who are successful, telling their story seems boastful.
We see things differently. We recognize that most people are not born into wealth, but rather their wealth was created through a lifetime of hard work. We want to hear your story because it reflects your values, passions, and work ethic. What's on your mind, and what's keeping you up at night?Let's start a conversation. Contact any of our team members via phone or e-mail to set up a meeting.
