Our Mission

At Capstone, our mission is simple. Provide honest, objective, transparent financial advice to our clients through the sharing of knowledge and information. In the confusing and sometimes misleading world of investing, we want to put you, our client, in control of your money. By developing a relationship that extends beyond account balances and emergency funds, we are better able to understand what investing means to you on a deeper level.  What goals do you have? Are you a seasoned investor? A new parent, or recent graduate, a business owner wishing to benchmark or initiate a retirement plan? What can we do for you, today, that will make a better tomorrow for you, your family, or your employees? Together, we will work to uncover the precise formula for success to reach your financial and investing goals, and you will understand what we are doing-and why we are doing it- every step of the way.