Why Capstone

As one of Central Oregon’s most distinguished independent wealth management firms, Capstone Wealth Management’s Investment Advisor Representatives and support staff work as a team to help build and protect your wealth. We are committed to creating lifelong relationships that are based on trust, integrity and personalized service. Our commitment is supported by the strength of our advice and stability of our firm.

Certified Financial Planners (CFP®)

All Capstone Investment Advisors are Certified Financial Planners CFP®.  The CFP® designation is the gold standard for comprehensive financial services. Individuals certified by the rigorous CFP® certification process includes: demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are four important reason why the financial planning practitioner you select should display the CFP® certification marks.

Fee Only

Capstone Wealth Management Group is an independent, fee-only investment advisory firm. That means we are compensated directly and only by our clients. This transparency allows clients to easily understand what they are paying. Advisory fees are based on a percentage of the assets under management. We do not receive any commissions, referral fees, or compensation from any outside source to sell their products. This is important as it prevents any conflict of interest in recommending solutions to your financial situation.