Our Ideal Client
We have developed and refined a process for a select group of successful families, small and mid-sized business owners and executives, who are all striving toward a work-optional lifestyle. They want to secure their family’s investment legacy and look toward the future with anticipation, not apprehension. Our process, The Capstone FORMula, places all the pieces for the financial puzzle together as your life unfolds and your needs evolve.
The clients we work with have specific needs now and in the future that are aligned with our experience and process. Through our process and investment philosophy, we continually strive to provide exceptional service for multiple generations of your family.