How we work

Capstone Cares

Building Confidence for your financial summit.

Capstone Wealth Advisors is a firm in which the genuine care and advice to our clients is our highest mission. We commit to provide the finest and tailored personal advice, and strive to meet our client’s goals for today, and tomorrow. Capstone Wealth Advisors aims to create an experience in financial planning that builds confidence in our clients greatest financial goals while establishing a relationship of trust and honesty.

Three Steps of Service:

  1. A warm & sincere greeting upon arriving to our office.
  2. Anticipation of each clients needs.
  3. Fond farewell. We look to ensure that our client is financially prepared for what lies ahead.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Divorce Financial Planning
  • Charitable Giving
  • Social Security Retirement Benefits
  • Insurance
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Small Business
  • Saving for Education
  • Wealth Preservation Strategies

Community participation

Hilliard Baseball Association Coach - Johnny Dawson

Working with us

Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.

What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help your advisor understand your current financial status, it’s helpful to share information on accounts and income. Examples include:

  • Current income and expenses
  • Bank and investment statements
  • Home and real estate
  • 401(k) and IRA accounts
  • Insurance policies

Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals.

Questions to consider before you meet

To prepare for your first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor? What are you not receiving currently?

What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with an Ameriprise advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • Anytime access to your investments, and digital tools to help you stay on track

With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.