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

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

Capstone Wealth Management Group serves individual and high‑net‑worth clients, as well as corporations and retirement accounts, through discretionary and non‑discretionary portfolio management and written financial planning. The firm manages roughly $266 million in client assets across a seven‑adviser team and also oversees legacy third‑party money‑manager relationships for certain accounts. Portfolios are customized around client objectives, risk tolerance and tax considerations and are constructed from individual stocks, bonds, mutual funds, ETFs and alternative investments, with asset allocation adjustments and periodic rebalancing. The firm combines fundamental and technical analysis with outside research sources such as Litman Gregory and Morningstar, and conducts at least quarterly account reviews. Compared with many peers, Capstone maintains an affiliation with a local accounting firm that shares office space and includes a CPA who does not participate in the firm’s investment activities but is acknowledged in the adviser’s disclosures. The firm also implements client trades separately rather than aggregating or blocking trades and does not vote client proxies, practices that may affect trade execution and proxy management relative to other advisers.

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