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.