For most individuals, retirement is a once in a lifetime experience. Our team at Capstone Wealth Advisors is here to make sure that happens. We provide custom-tailored financial advice holding our clients’ needs at the core of our decision making.
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.
Capstone Wealth Advisors is a fee-only, Registered Investment Advisor (RIA). We always act in the best interest of our clients not because it is required by law but, because it is the right thing to do. 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 having a long-term relationship with our clients.
“Our team focuses on serving individuals and families at all levels of their
financial journey from start to finish.”
-Capstone Wealth Advisors
WHAT IS THE DIFFERENCE?
|Registered Investment Advisor (RIA) Firm||VS.||Broker-Dealer Firm|
|Advice Based Planning||Function||Brokers, Facilitates Transactions|
|Objective Advice||Offers||Proprietary Investments, Loaded MF’s, VA’s|
|Aligned With Your Interests||Goals||Conflict of Interest|
|Fiduciary Standard||Standards||No Fiduciary Standard|
Our team welcomes you to join our growing clientele. Achieving your wealth management goals is what we strive for by listening to your needs and structuring a plan to help make it a reality. We value our clients and look forward to continuing to keep their trust and appreciate their loyalty. To schedule your complimentary consultation with our team of advisors, please contact us.