The "capstan" was first used for nautical purposes and was often operated by a team of individuals working in unison around it to enable immense or otherwise immovable objects to be safely and reliably managed or manipulated.

Our company was built of that very same premise, using the power of highly experienced individuals working together in a synchronized fashion to help clients achieve their goals and secure their financial future.

Our practice was founded to provide comprehensive financial services and the highest degree of personal attention to individual and institutional clients by using a team-focused approach to ensure professional guidance, preparation, responsiveness through all stages of life and regardless of market conditions.

When you entrust your assets to us and our practice, we make you one sincere promise: No one outside your own family will care more about securing your financial success than the team here at Capstan.

This is your money and your financial future, and we will always remember and respect that. As a result, you can expect an unwavering commitment to the following:


Your personal and financial information will be treated as one of your most valuable assets and will be protected with the strongest conviction.


You will receive an Envision® Plan that clearly and accurately reflects your investing and/or retirement goals, risk tolerance, and portfolio objectives.


Calls will be answered in person by a team member during administrative staff hours, and client questions will be answered with priority that same day.


In the interest of trust and optimal performance, any and all costs or investment expenses will be fully disclosed and explained to you in advance.


Investment analysis and portfolio review will be conducted at your convenience to continually assess goals and performance, and to ensure proactive management.


A team-focused approach and referrals to highly qualified specialists will create a full-service destination that caters to your total financial and retirement needs.

Your Goals and Dreams, Our Guidance

At Capstan Financial Consulting Group, our ultimate goal is to ensure the best financial future for you and your family. We have access to all of the most popular and dependable investment products on the market today and are supported by one of the nation's largest investment firms, Wells Fargo Advisors Financial Network. However, as an independent practice, Capstan provides a personalized client experience like no other, delivering real value and exceptional service based on knowledge, trust, and over 300 years of combined financial industry experience.

Our Guiding Principles

Schedule Your Complimentary Financial Review Today

Not a client? To schedule an appointment for a no-obligation second opinion or to talk to a financial consultant regarding retirement planning, insurance, estate investment planning, tax-efficient strategies request a meeting with us today!