Capstone Wealth Management Group, LLC
SEC RegisteredElevated Financial Planning
About the firm
Capstone Wealth Management Group takes a holistic approach to financial planning, believing in face-to-face cooperation, the value of relationships, and being truly accessible to clients. As independent Registered Investment Advisors, the principals embrace and uphold a fiduciary standard by putting the best interests of clients ahead of their own. Their mission is to provide honest, transparent financial advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement plans, tax plans, 401(k) and 401(b) planning, college plans, estate plans, money purchasing plans, profit sharing plans, investments (IRAs, common stock, bonds, brokerage accounts, treasury bills, government securities, variable annuities), insurance (disability income, life, long-term care), fiduciary 401(k) management, and access to CPAs, accountants, and legal advisors as part of a wealth management service.
Who they serve
Individuals and households seeking financial wellness, regardless of account size, including those with retirement, tax, college, estate, and investment planning needs.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of April 16, 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 Group, LLC 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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