Capstone Capital Wealth Advisors

Adam Corrie is a financial advisor with Capstone Capital Wealth Advisors in Henderson, NV. He holds Series 63 and Series 65 licenses and has professional experience including roles at Breakout Implementation Inc. and Gilbert & Cook, Inc. Capstone Capital Wealth Advisors manages approximately $408 million in client assets for individuals and institutional clients. The firm emphasizes strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, tailoring portfolios based on client goals and risk tolerance.

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 24 years of industry experience, currently serving as a financial advisor at Capstone Capital Wealth Advisors. His prior roles include positions at Capstone Capital Group, Park Avenue Securities, and Guardian Life Insurance Company of America. He 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 and profit-sharing plans, trusts, estates, 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.

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.