Category Archives: Case Studies

Case Studies

A Capstone Wealth Management Informational Video: A Retired Physician

Case Study: Gloria


Meet Gloria, 53, who was referred to the Capstone Team by her accountant. Gloria was recently widowed and continues to parent three children by herself. She has one son who is still at home, one daughter who is in college, and one daughter who is married and recently had a child. Gloria wants her children to appreciate the values of their father by becoming hard working, responsible adults.

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Case Study: John & Mary

JOHN & MARY: Business owner looks to increase personal income by integrating charitable giving and family legacy interests once the family business sells.

They were referred to the Capstone Team by an attorney. John and Mary own 95% of a manufacturing company. Recently, they received an offer to purchase their company for $38 million dollars. They would tell you that family and faith drive personal values and business decisions.

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Jack & Nancy, Retiring in Six Months:

Introduced to the Capstone Team by their accountant, Jack is a physician and Nancy, a homemaker. She is concerned about Jack after retirement and Jack is worried about providing for his wife’s existing lifestyle once he retires. Jack makes investment decisions based on research and historical evidence while managing his 2.4 million dollar investment portfolio.

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The investment strategies presented are not appropriate for every investor. Individual clients should review their financial circumstances, goals and objectives with their Advisor.