Capstone Capital, Llc
Financial Service
Why pick this one
Capstone Capital provides fee-only, fiduciary wealth management for individuals, families, and small-business owners throughout the United States.
Best for
- Individuals with more than $1 million in investable assets
- Individuals with over $500,000 in annual income
- Business owners preparing to sell
- People preparing for retirement
- People receiving an inheritance
- Clients seeking a disciplined, diversified investment approach
Look elsewhere if
- People seeking highly speculative investment strategies
- People who do not value ongoing advisor relationships
- People with less than $1 million in investable assets and under $500,000 in annual income
Specialties
- retirement planning
- business-sale planning
- inheritance planning
- investment strategy development
- fee-only wealth management
What makes them different
- Independent firm founded in 2002
- Fee-only wealth management
- Fiduciary capacity without investment-company sales quotas
- Serves individuals, families, and small-business owners throughout the United States
- Focuses on clients with more than $1 million in investable assets or over $500,000 in annual income
- Serves
- Henderson, Las Vegas
Distilled from this business's own website.
Contact & Location
- Address
- 1019 Hay St, Fayetteville, NC 28305-5315
- Website
- https://www.capstonecap.com
Services
- wealth management
- financial planning
- investment management
- retirement planning
- business-owner financial planning
- inheritance planning