Grand Junction, CO Office

Capstone Wealth Partners serves individual clients — including high-net-worth individuals — and business entities, providing discretionary investment management alongside financial planning, a project-style Foundations Plan, and one‑time college funding analyses. The firm offers both portfolio management and modular planning services and generally operates under asset-based advisory arrangements common to supported firms.

The firm manages client assets on a discretionary, risk‑based basis using a mix of passive and active strategies and fundamental analysis, allocating across mutual funds, ETFs, equities, fixed income and municipal securities. It also recommends and may retain third‑party subadvisers (notably Focus Partners Advisor Solutions) for portions of client portfolios and typically conducts periodic reviews of accounts.

Distinctive aspects include a two‑step planning model that requires a finite Foundations Plan before access to its ongoing subscription planning, and a modular College Pre‑Approval service that is delivered as a focused single meeting with a satisfaction guarantee. Capstone does not require a minimum account value to open or maintain an account and discloses reliance on custodial and third‑party service relationships that support its investment operations.