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Capstone Wealth Management Group LLC

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Capstone Wealth Management Group LLC

Overview:

At Capstone Wealth Management Group, true wealth is measured not by what you earn today, but by what you have available tomorrow. As independent professionals, we always put your dreams and long-term financial goals at the forefront of our planning strategies and customized solutions. And while your investment needs may change over time, our commitment to impeccable service and loyalty will never waver.

Whether you have inherited wealth, are in the accumulation stage, or a successful business owner who wants to ensure the preservation of wealth for future generations, you can trust Capstone Wealth Management Group, LLC for your needs. Call today to schedule a free “gets acquainted” meeting where we discuss your financial objectives and determine if Capstone Wealth Management Group is a good fit for a long-term relationship.
Why Capstone

As one of Central Oregon's most distinguished independent wealth management firms, Capstone Wealth Management's Investment Advisor Representatives and support staff work as a team to help build and protect your wealth. We are committed to creating lifelong relationships that are based on trust, integrity and personalized service. Our commitment is supported by the strength of our advice and stability of our firm.

Certified Financial Planner (CFP®)

All Capstone Investment Advisors are Certified Financial Planners CFP®. The CFP® designation is the gold standard for comprehensive financial services. Individuals certified by the rigorous CFP® certification process includes: demanding education, examination, experience and ethical requirements. These standards are called "the four E's," and they are four important reason why the financial planning practitioner you select should display the CFP® certification marks.

Fee Only

Capstone Wealth Management Group is an independent, fee-only investment advisory firm. That means we are compensated directly and only by our clients. This transparency allows clients to easily understand what they are paying. Advisory fees are based on a percentage of the assets under management. We do not receive any commissions, referral fees, or compensation from any outside source to sell their products. This is important as it prevents any conflict of interest in recommending solutions to your financial situation.

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