Client Centered

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.

Our clients share many of the traits listed below. If this sounds like you, then you will fit right in!

  • A pleasant attitude and outlook on life. They’re nice people.
  • They empower us to do our best for them. They are not micro-managers.
  • Value relationships based upon mutual trust in and service to one another.
  • They are engaged in our process and view us as their personal CFO
  • Maintain a sense of purpose in their lives.
  • They choose to be intentional in their preparation for a confident financial future.
  • They have a desire to give back to the people and organizations they care about most.
  • They are enlightened about their own paths to financial independence. They listen and remain open to new ideas.
  • Respectful: Our clients are respectful to our staff.
  • They have faith in the future and believe in the American spirit.

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