Capstone Wealth provides personalized and detailed wealth management services to help financially established families and business owners secure their financial future.

Choosing the right wealth management services is no easy task. Individuals and families must carefully evaluate the trustworthiness and expertise of potential advisors and their fiduciary responsibilities. For another, they must ensure that their choice aligns with their personal goals. Then there is the need for transparency, personalized service, and a proven track record which further adds to the difficulty. Fortunately, Capstone Wealth understands these challenges and is offering our time-tested solutions.

Capstone Wealth recognizes that most people achieve wealth through hard work rather than inheritance. This is why the firm takes time to hear each client’s story and understand their values, passions, and work ethic. Since it was established in 2002, the Montana-based firm has committed to serving a select number of clients with its unique family office experience. According to Capstone Wealth, this approach allows them to provide highly customized wealth management services that align with each client’s specific goals and values. When combined with the firm’s methodical processes, clients receive a detailed and trustworthy wealth management service.

Capstone Wealth operates under three primary pillars: Investment Consulting, Advanced Planning, and Relationship Management. Each pillar plays a crucial role in helping clients achieve their financial goals and secure their futures.

-  Investment Consulting: This service is designed to fully maximize clients’ chances of reaching their investment objectives and financial goals. It includes risk evaluation, portfolio performance, asset allocation advice, and cost and tax impact assessments.

-  Advanced Planning: This encompasses four key areas of expertise such as wealth enhancement, wealth transfer, wealth protection, and charitable giving.

-  Relationship Management: Capstone Wealth knows the importance of building and maintaining strong relationships with clients. Our team works hard to understand our clients' priorities and to build collaborative teams with our clients’ existing professional advisors. 

Business owners concerned with business succession planning are also not left out. Capstone Wealth has specialized services to help them strategize and secure their financial futures. They assist in exit planning, attracting buyers, and securing financial security. All this is done to ensure that business owners and their families reap the full benefits of their hard work. Capstone Wealth, as a registered investment advisor, is a fiduciary. This fiduciary role means the firm is legally and ethically obligated to act in the best interest of its clients. It does this by providing unbiased advice and making recommendations with complete transparency. With more than two decades of serving successful families, Capstone advisors know clients’ experiences and how they employed techniques to minimize tax, preserve their wealth and enhance their family legacy. Capstone Wealth is a fee-only advisory firm, we do not sell proprietary products or earn commissions on the sale of investment products. Indeed, with Capstone Wealth at the helm of affairs, clients can fully focus on their personal and financial goals while knowing their wealth is managed with integrity and dedication. 

For more information, please visit www.capstoneretire.com or contact us: 

Nicole Chakos: nchakos@capstoneretire.com

Austin Thomas: athomas@capstoneretire.com

Tom Webber: twebber@capstoneretire.com

Mark Thomas: mthomas@capstoneretire.com

Disclaimer: This press release may contain forward-looking statements. Forward-looking statements describe future expectations, plans, results, or strategies (including product offerings, regulatory plans and business plans) and may change without notice. You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that actual results may differ materially from those projected in the forward-looking statements.

Media Contact
Company Name: Capstone Retire
Contact Person: Nicole Chakos
Email: Send Email
Country: United States
Website: https://www.capstoneretire.com