A Tradition of Putting Clients First
At just 15 years old, Mark Thomas secured his very first client. Unlike most high school students, he had earned a reputation for being an investment enthusiast, prompting a brave teacher to entrust him with $3500. A freshman in every sense of the word, his unconventional introduction into the advisory world would provide Mark with a lesson that has resonated many times throughout his career: responsible stewardship begins and ends with a client’s best interests.
Decades later, Capstone Wealth Management remains dutifully focused on the unique needs of those we serve. When you choose our firm, we sit on the same side of the table as you, becoming an ally and a guide on your journey to financial security. Our client-centric culture emphasizes working with a limited number of families in order to cement long-lasting relationships and devote our efforts to a tailored experience.
The deep concern we have for your wellbeing was influential in our choice to become an independent practice. As your fiduciary, our team is held to a superior standard of service, empowering us to use honesty, transparency, and objectivity when acting on your behalf. Not only does this translate to lower cost investing and access to a wider variety of solutions, it also allows us to collaborate with your other professionals to proactively address areas such as tax efficiency, risk management, and estate law. This freedom from the obligations of a larger entity safeguards your status as our sole employer.