Capstone Capital Wealth Advisors

Adam Corrie is a financial advisor at Capstone Capital Wealth Advisors with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Breakout Implementation Inc. and Gilbert & Cook, Inc. before joining Capstone. Capstone Capital Wealth Advisors provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and corporations. The firm emphasizes strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, serving approximately 198 clients with around $408 million in assets under management.

Ronald Leavitt is a financial advisor with Capstone Capital Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with various entities within the Capstone Capital group since 2002. Leavitt is a shareholder of Preferred Trust Company LLC, a custodian firm for self-directed accounts, though he is not involved in its daily operations. Capstone Capital Wealth Advisors offers discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and corporations. The firm focuses on strategic asset allocation and long-term portfolio construction with broadly diversified mutual funds and ETFs, tailoring portfolios to clients’ goals and risk tolerance.

Adam Dawson is a CFP® with 25 years of experience in the financial industry. He has worked at Capstone Capital Wealth Advisors since 2016 and previously spent 21 years with Guardian Life Insurance Company of America. Dawson is the author of two investment-related books, *Timeless Principles of Financial Security* and *Chasing Chances.* Capstone Capital Wealth Advisors provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and corporations. The firm focuses on strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, tailoring portfolios based on client goals and risk tolerance.

Eric Sorenson is a financial advisor at Capstone Capital Wealth Advisors in Henderson, NV. He holds a Series 66 designation and has two years of industry experience, including prior roles at Merrill and Bank of America. Outside of his advisory work, he is a managing member of Sorenson Ventures LLC, an entity intended to own an indoor pickleball facility. Capstone Capital Wealth Advisors provides discretionary investment management and financial planning services to individuals and institutional clients, including pension plans and corporations. The firm emphasizes strategic asset allocation and long-term portfolio construction with broadly diversified funds, tailoring portfolios through personal discussions and exercising discretionary trading authority under client agreements.

Adam Cress is a financial advisor at Capstone Capital Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Med James Inc, and Kaufman Financial Group. Capstone Capital Wealth Advisors provides discretionary investment management and one-time financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, tailoring portfolios based on individual client goals and risk tolerance.