Capstone Wealth Management Group LLC
Wealth is not tangible, nor is it a grandiose display of material possessions. At Capstone Wealth Management Group, 'wealth' means having an acute sense of well-being and peace of mind throughout all levels of a financial plan. By managing all of the facets of "wealth", we are able to investigate and determine the best possible means for our clients to achieve true financial wellness.
There are a few crucial elements to consider when achieving financial wellness. The first is to determine a realistic view of where you are (in the here and now), and where you would like to be (in the then and there), and planning for the unforeseen in the meanwhile.
At Capstone, we are able to guide our clients through each of these aspects under one stable roof. It is our goal to provide our clients with a complete financial structure being - a healthy sense of purpose within their financial goals, a strong retirement plan, protective and well devised insurance plan, and a sufficient Estate Plan.
We also offer clients access to other planning professionals including tenured CPAs, accountants, and legal advisors as a part of our Wealth Management Service.
At Capstone Wealth Management Group, we define "wealth management" as the process through which financial wellness is achieved.