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

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

Capstone Wealth Management Group provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), corporations, and retirement accounts. In addition to portfolio management, the firm also offers accounting services and delivers written financial plans as part of its planning engagements. The firm constructs customized, diversified portfolios for individual clients using stocks, bonds, mutual funds, ETFs and occasional individual bonds, and employs fundamental and technical analysis, asset allocation, and independent research (e.g., Litman Gregory, Morningstar, Investech) to guide investment decisions. Accounts may be managed on a discretionary or non‑discretionary basis, are reviewed at least quarterly, and the firm periodically rebalances or adjusts holdings. Capstone is distinctive among peers for combining accounting services with investment advice and for offering financial planning on both hourly and fixed‑fee bases, with the option to offset planning fees if clients engage the firm for portfolio management. The firm uses Pershing as custodian, generally implements client trades separately rather than blocking/aggregating orders, and does not serve as a private fund adviser.

To learn more about the advisors currently working at Capstone Wealth Management Group, 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.

You can also browse Capstone Wealth Management Group, Inc.'s office locations.