CAPSTONE WEALTH MANAGEMENT CORP.
SEC RegisteredYour Money, Managed With Intention.
About the firm
Care for My Wealth is an independent, fee-only RIA that does not sell products, take commissions, or answer to banks or brokers. The firm offers transparent fees and risk-focused wealth management, partnering with clients through life's major and everyday financial moments.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active, systematic wealth management with tailored portfolios; financial planning for life events such as having a baby, starting a new job, navigating a loss, or buying a first home; risk-focused investment strategies; and transparent, fee-only advisory services.
Who they serve
Individuals, families, and businesses navigating real financial decisions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 262 | $52M |
| High Net Worth Individuals | 24 | $56M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $1.2M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 2.25% |
| Next $250,000 | 2.00% |
| Next $500,000 | 1.75% |
| Next $1,000,000 | 1.25% |
| Over $2,000,000 | 1.00% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPSTONE WEALTH MANAGEMENT CORP. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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