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

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

The firm provides portfolio management (both discretionary and non‑discretionary) and financial planning to individual investors and certain pension and profit‑sharing plans. Its client base is largely composed of non‑high‑net‑worth individuals rather than affluent or ultra‑affluent households. Portfolios are constructed to match each client's stated objectives and risk tolerance, with a focus on investment company securities such as mutual funds and ETFs and the use of model portfolios; the firm may also appoint sub‑advisers to manage portions of accounts. Tax efficiency is not the primary management objective, and advisory recommendations are coordinated with accounting and pension‑related considerations when relevant. The firm is affiliated with an accounting practice and an insurance agency, an uncommon combination among peers that may give rise to referrals to affiliated accounting, pension administration, or insurance services (clients are not required to use affiliates). The firm discloses that its principal spends substantial time on accounting and pension consulting and also reports a 2022 regulatory order related to corporate securities law.

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