A complete list of active advisors currently associated with Capstone Wealth Advisors, Inc.

Warmer can help you find a great advisor at Capstone Wealth Advisors, Inc. or one who fits your needs even better.

Capstone Wealth Advisors serves individuals and families as well as plan sponsors and privately owned businesses, offering financial planning, wealth advisory, discretionary portfolio management, tax-reduction planning, estate organization, and consulting for employee retirement plans. The firm also provides business advisory services tailored to privately held companies, including practice valuations, buy–sell and business continuation planning, and integration of business and personal financial planning. The firm’s advice process emphasizes a review of prior-year tax returns, cash flow, net worth and client risk tolerance to build asset allocations and recommendations aligned with life and wealth goals. Investment implementation typically uses mutual funds, ETFs, separately managed accounts and third‑party model programs (including SEI‑based models), with periodic performance and tax‑summary reporting and the option for clients to restrict certain securities in separately managed portfolios. Distinctive features include the combination of traditional wealth management with targeted business advisory work for medical practices and other private businesses, and the firm’s regular use of outside platform and manager programs rather than proprietary product sales. The firm discloses referral arrangements that include direct compensation to solicitors, occasionally serves as trustee on accounts due to family relationships, and states it does not receive commissions for recommended investments.

To learn more about the advisors currently working at Capstone Wealth Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.