Successful business owners who are getting burned out often worry whether they can afford to work less or sell their business in order to increase their impact without sacrificing their lifestyle. At Capstone Capital Wealth Advisors, we created a three-step financial planning process called Success to Significance™ to help them enjoy a more fulfilling life of prosperity and purpose.
We are an SEC registered investment advisor founded in 2002, based in Henderson, Nevada. We specialize in serving business owners who have more than $1 million in investable assets or over $500,000 in annual income. Our mission is to simplify their lives and enhance their peace of mind through white glove wealth management services, financial goal setting, retirement planning, investment management, business succession & exit planning, risk management, and legacy planning. As an independent fee-based firm, we are not beholden to any mandates or sales quotas from other investment companies. Therefore, we are free to recommend only what is in our clients’ best interest, in a true fiduciary capacity.
