Organized in 1996, the Capstone Study Group is comprised of leading financial planning firms in the USA. Capstone operates as an interactive network that shares ideas, support and services among its members with the continuing goal of providing cutting edge services to clients in all aspects of personal wealth management.
In aggregate, the members of Capstone, through the firms they lead, provide over 1200 clients in 10 states with personal financial strategies and advice. These clients look to the Capstone members for guidance with over $2 billion dollars of investment assets and literally billions of dollars of personal net worth.
The members of Capstone are leaders in their profession and their communities. Professionally, members of Capstone have been elected to both local and national professional association Board and Council positions, have chaired and spoken at local, regional and national professional education conferences, and been published in the leading trade and consumer periodicals throughout the nation. Within their communities, Capstone members serve on local and statewide charitable boards of directors, fund raising groups and as foundation trustees.
Capstone members have been recognized as leading financial professionals by Worth (all current Capstone members have been recognized by Worth magazine as being among the top financial advisors in the country), Medical Economics and Money magazines and have been published or quoted in magazines and newspapers from coast to coast. In addition, Capstone members are well educated, highly trained, experienced, and seasoned professionals.
Through its network, Capstone utilizes its average 17 years experience in a wide variety of aspects of personal financial consultation to provide both individual and corporate financial services. Although members prefer long term, comprehensive consultative engagements, these services can be provided strategically.