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

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

Capstone Wealth Advisors provides financial planning and investment advisory services to individuals (including high‑net‑worth clients) and businesses, coordinating assets across retirement, taxable, and employer‑sponsored accounts. Services include developing investment policy statements, implementing diversified portfolios, and ongoing monitoring tied to each client’s objectives. The firm uses a long‑term, diversified, systematic approach—building portfolios from mutual funds, ETFs, individual equities, fixed income and real estate holdings—guided by a written investment policy and client risk tolerance. A small advisory team manages roughly $102 million in discretionary client assets for about 125 clients and may recommend third‑party asset managers or sub‑advisors when appropriate. Operationally, the firm has recently shifted its primary custodian recommendation to Altruist from Schwab, while retaining access to institutional services from both providers, and it retains discretion to select TPAMs or participate in wrap programs. Capstone does not vote client proxies (clients receive proxy materials directly) and also offers hourly or fixed‑fee planning projects in addition to ongoing portfolio management.

To learn more about the advisors currently working at Capstone Wealth Advisors, LLC, 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.