Why Capstan Financial

With the goal of becoming one of the most respected financial consulting groups in the area, we set out to build this practice from the ground up.  Envisioning a platform from which we could serve the needs of both clients and our community, Capstan has been created for you.  Over the years, we have been fortunate to work with a wonderful group of clients who have helped us build Capstan into a boutique financial services practice.

We believe clients deserve more than generalist capabilities and a universal, rigid approach to the markets, so we custom built a team capable of managing virtually every aspect of your financial well-being.  Professionals from many different capacities serve each client's portfolio, resulting in the creation of a comprehensive yet flexible program that reflects a true understanding of your unique needs and today's ever-changing market conditions.

This commitment and dedication to each and every client relationship is increasingly rare across the financial services industry, but at Capstan, it remains our highest priority and the method by which we aim to achieve uncommon results.

We believe our independent ownership structure allows us to eliminate many of the conflicts of interests that exist today in the financial services industry. This enables us to put the needs of our clients and community first without regards for shareholders’ demands. Our collaborative team works together to ensure that we first understand your goals and objectives prior to making strategies-based recommendations.

We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals and dreams, we’ll create an investment plan together to support them.

What to Expect

We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:

  • Time – to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Plan reviews to help ensure your investment mix continues to align with your strategic objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.

Put your future into focus today. Contact us to get started on a personalized investment plan.

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!