At Capstone Wealth

our focus is on

you.

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.

Family Office
Experience

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.

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Wealth Management

Capstone's approach to wealth management (WM) encompasses three key areas of service provision:

IC
Investment
Consulting
AP
Advanced
Planning
RM
Relationship
Management

WM = IC + AP + RM

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Business Owners

Thinking of selling your business?

Let us help you focus your goals and strategies to maximize your business sale.

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Case Studies

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.

Our Team

To get acquainted with the members of Capstone's team, visit Our Team page.

Photo of Joette Larson
Joette
Larson

Client Relationship Manager
Photo of Kerrie Kern
Kerrie
Kern

Client Relationship Specialist
Photo of Mark Thomas
Mark
Thomas

Founder and Principal Senior Advisor
Photo of Tom Webber, CFP®
Tom
Webber,
CFP®

Partner, CFP, Senior Advisor
Photo of Austin Thomas
Austin
Thomas

Partner, Business Exit Strategist, Registered Investment Advisor
Photo of Nicole Chakos
Nicole
Chakos

Partner, Business Exit Strategist, Registered Investment Advisor

Fiduciary

Circle graphic

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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Fees

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.

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Start A Conversation

For 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.