Financial Services

Fee-only brokerage services are available for:

• Stocks
• Bonds
• Exchange-traded funds (ETFs)
• Managed Futures
• Mutual funds
• Annuity products

Registered Investment Advisory Services are offered through Capstone Wealth Management Group LLC, A Registered Investment Advisor.

Capstone is currently licensed in these states:
California, Colorado, New Hampshire, New York, Ohio, Oregon, and Texas.

We also operate in other states under the “de minimis” exemption, meaning having five or fewer clients within that state.