Our Services

Though every financial plan has a unique destination, they all begin at the same place. At Capstone, we believe that the foundation of successful investing starts with the formulation of a carefully evaluated Financial Plan. We begin this planning process by gathering information specific to you and your household. This information is then put into a unique calculation, which identifies the strengths, weaknesses, threats, and opportunities within your financial household. Based on those findings, we are then able to formulate a strategic forecast with your personal goals in mind, and begin working together to reach those goals. To accomplish these objectives we implement a multi-step process which ensures that our clients' needs are entirely addressed.  That process includes the following steps:

1. Establishing the client-planner relationship
2. Gathering client data and articulate goals and expectations
3. Determining the client’s financial condition by analyzing and evaluating general financial status, special needs, insurance and risk management, investments, taxation, employee benefits, retirement planning, and estate planning
4. Developing and presenting a financial plan
5. Implementing the financial plan
6. Monitoring the financial plan 
   

As independent Registered Investment Advisors, the principals at Capstone Wealth Management Group, LLC embrace and uphold a fiduciary standard by putting the best interests of our clients ahead of our own.