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As a financial planning firm, one of our underlying principles is giving back.  And one of the ways CWP does this is through consumer advocacy and education.  In an an effort to do this, we maintain a role as an appointee to the Ohio Council of Personal Financial Education (OCPFE).  Furthermore, to continue to be a premier collge funding and planning firm (Capstone College Partners), we recently sat in on a webinar about Income Based Repayment (IBR), a public service loan forgiveness program.  President Obama briefly spoke about these types of programs in the State of the Union Address last week.  Finally some financial recognition for the people that really contribute to our society through the service of their careers!!  Check out this website www.ibrinfo.org to learn more.  And if you know of anyone who may qualify for such a program, please forward this on or refer them to the website.

Who We Are

The Trusted Advisors at Capstone Wealth Partners are your financial advocates, and are committed to delivering you the ultimate client experience. More

What We Do

Our comprehensive approach to wealth management maximizes your potential for success and provides the peace of mind that comes from having a well-designed plan. More

Why Choose Us

At CWP, we realize that you have plenty of options when it comes to selecting a financial advisor. Learn about why we think we're the best choice. More

Our Story

Reaching your goals won’t happen by accident. At Capstone Wealth Partners, we'll guide you to make smart money choices throughout your lifetime, achieving each milestone along the way. More