Our Firm & Services
Our team at Capstone Wealth Advisors specializes in 401(k) & retirement planning. With over 30 years industry experience combined, our team is widely recognized as a leading and trusted advisory team with 401(k) plans, pension funds, stock options and grant programs as well as other deferred compensation plans offered throughout the industry.
We Serve Individuals in All Areas of Financial Planning
- Wealth Management
- Risk Management
- Comprehensive Retirement Analysis
- Tax Management
- Estate Planning
- Education Funding
Meet Our Team
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What is a Fiduciary Advisor & Why Does it Matter?
Capstone Wealth Advisors are bound to the fiduciary standard and are legally obligated to act in the best interest of our clients as required by the Securities and Exchange Commission (SEC). A Fiduciary Advisor is someone who acts on behalf of another person or persons to manage assets with good faith and trust. As Fiduciaries, we always act in the best interest of our clients not only because it is a requirement by law but, because it is the right thing to do.
Our Registered Investment Advisory firm (RIA) charges a fee-only and does not accept funds from investment companies. We only charge for the management of your assets. Unlike a broker-dealer, we do not sell company investment products and commissions are not influenced by our recommendations. We believe in taking a long-term relationship with our clients and making sure when you do well, we do well.
Make The Most Of Your Benefits
Our team provides the most current information on your Benefit Plan options. We help ensure you are maximizing all retirement plan avenues available within your employer plan. We assist our clients in properly allocating their retirement funds to fit their risk tolerance and retirement planning goals. It is imperative as an employee you understand how to maximize your contributions so you don’t leave employer money on the table.