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Wealth Management for Individuals and Families

The professionals at Capstone Financial Partners offer comprehensive wealth management services to help individuals and families effectively and efficiently manage their financial lives. By exploring every facet of your current situation, we can help you distill the complexities of your financial affairs into short-term priority areas and long-term aspirations. Whether you are looking for a comprehensive financial plan to help you prepare for retirement or only have a single investment goal in mind, our experienced professionals work in close collaboration with you to find a solution that best meets your objectives.

We take a long-term approach to investment management and follow the endowment investment model. Working with you to create a customized portfolio that addresses your needs, we incorporate both traditional and alternative investment vehicles, including asset classes such as private equity, business development companies, real estate, direct investments and other investment strategies. We are committed to helping you make informed investment decisions and will not make specific portfolio recommendations without first educating you on the relative risks and rewards of strategic alternatives.

Either as part of your comprehensive financial plan or à la carte, we offer the following wealth management services for individuals and families:

  • Comprehensive financial planning
  • Retirement planning strategies for wealth accumulation and distribution
  • Estate planning and taxation strategies
  • Insurance solutions
  • Education and emergency fund planning
  • Cash flow and net worth analyses
  • Investment and portfolio management
  • Risk management and asset allocation

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (804) 270-7626