At Capstone Wealth Partners, we realize that you have plenty of choices when it comes to selecting a financial advisor. That’s why we strive to provide you with an experience that is unlike any other – not just so that you want to become a client, but so you want to stay a client. What makes us different? We’re glad you asked…
Fee-Only Independence
As an independent Registered Investment Adviser (RIA), we maintain the legal and moral obligation to act as a fiduciary to your financial affairs, providing ongoing objectivity and unbiased advice. Learn more by visiting:
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The RIA Stands for You website
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The Focus On Fiduciary website
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Our Code of Ethics section
We've also chosen to strengthen this stance by being Fee-Only, meaning that the only compensation we receive is directly from our clients - no sales commissions, kickbacks, or soft-dollars. This provides you with ultimate transparency and frees us, as your advisor, from any potential conflict of interest in our recommendations.
We have absolutely no affiliation to any brokerage, bank, or insurance company whatsoever. Because of this "open architecture" approach, we're able to select best-in-breed providers for you without any bias - most specifically our lineup of Investment Partners.
"Family Office" Concept
Ever wonder how the country's most historic and well-known affluent families (such as the Rockefellers, Mellons, or Pitcairns) continue to preserve, grow, and pass on their wealth, generation after generation? They employ a full-time team of experts (known as a Family Office), addressing every major area of personal finance - Financial Planning, Money Management, Risk Management, Tax Planning, and Estate Planning.
For most families, employing a "full-time team" is simply not cost-effective. Yet, we've made it our goal to still bring that same concept to you - only in scale, by holding your entire team of advisors accountable to the work that needs to be done so that you have the highest probability of achieving all of your financial goals.
Need help fielding a team? Visit our Deliverables Team of best-in-class Subject Matter Experts. We are proud to say that our team has well over 300 years of collective wealth management wisdom!
We're Small... (On Purpose)
We are a boutique private wealth management firm. By staying nimble, maintaining low overhead, and limiting the size of our client community, we're able to stayed focused on providing you with an unsurpassed client service experience that fully delivers on our commitment of comprehensive wealth advice - all within a very competitive fee structure.
We also accept clients By Referral Only. We choose to only work with those people who are referred to us by our team of advisors or our current clients. This further reduces our firm's operating costs by alleviating the need for labor- and time-intensive marketing efforts.
Capstone Wealth Partners, Ltd. |