Capstone Wealth Partners

www.capstonewealthpartners.com

We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Our financial planners work closely with you and your family to craft an integrated college, retirement, and investment plan. CWP is an independent fee-only Registered Investment Adviser (RIA). We are only compensated in one way – directly by our clients. In order to avoid conflicts of interest, we accept no commissions and work strictly within in a fee-for-service model.

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We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Our financial planners work closely with you and your family to craft an integrated college, retirement, and investment plan. CWP is an independent fee-only Registered Investment Adviser (RIA). We are only compensated in one way – directly by our clients. In order to avoid conflicts of interest, we accept no commissions and work strictly within in a fee-for-service model.

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Country

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State

Ohio

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City (Headquarters)

Dublin

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Employees

1-10

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Founded

2009

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Partner and Director of College Planning

    Email ****** @****.com
    Phone (***) ****-****
  • Partner and Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

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