Client Center

Useful Links for Our Existing Clients

Schedule a Time to Talk to a Team Member

Book Your Next Meeting

Access Your Personal Financial Website

Personal Financial Website

Access Your Investment Accounts

If you are having trouble using or accessing any of the websites above, please contact:

Ryan Sheppard, ChFC®
rls@capstonewealthpartners.com
(614) 754-7805  ext. 702

Learn to Plan for College Like a Pro

Sign up for our weekly newsletter to get our best ideas on saving and paying for college.

  • We respect your privacy. No spam, guaranteed.

Smart Money Moves for the College-Bound!

Join our free webinar where you will learn how to make the most of financial aid, which colleges you can get into, and more!
September 26 at 7pm
SIGN UP NOW
X