Our Services

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, including alternative investments*
  • Risk management and asset allocation

*Alternative investments are often speculative, lack liquidity, lack diversification, are not subject to the same regulatory requirements as mutual funds, may involve complex tax structures and delays in distributing important tax information, and may involve substantial fees. These products often execute trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. These investments may not be appropriate for all investors.

401(k) Retirement Planning for Small Businesses and Corporate Clients

Our 401(k) retirement planning solutions goal is to focus on minimizing expenses while still providing the right investment options available. This mix of efficiency and effectiveness aims to help small business owners and corporate clients attract and retain top talent while providing plan participants with a 401(k) plan that will help prepare them for a successful retirement.  We prioritize transparency and clarity to help reduce the liability risk for employers while increasing plan enrollment. Working with multiple types of plans and top-name vendors, we are committed to educating participants on their retirement plan options.

As business owners ourselves, we understand the unique risks and challenges you face as an entrepreneur. While your business is likely your most significant asset and its financial success has an immediate impact on the economic security of your family, the daily demands of running a business often make it difficult to plan ahead and tap into its true value to support your retirement. In addition to working with you to select and implement a 401(k) plan that’s right for your business and your valued employees, we offer a full menu of business solutions that aim to help you plan a successful retirement.

We offer the following planning services for small businesses and corporate clients:

  • Qualified and non-qualified retirement planning
  • Employee and executive compensation planning
  • Insurance solutions
  • Risk management
  • Succession planning
  • Buy/sell agreements