Wealth Management

Wealth Management.

No matter how much or how little you’re looking to invest, placing your finances in someone else’s hands takes time and trust. The advisors at Capstone Investment Financial Group have one primary goal: to help you make smart investments that allow your portfolio to grow with you.

Each one of our clients comes from a unique background with different expectations and goals for their financial future. We understand this, which is why our four experienced advisors spend the necessary time to learn about our investors’ accounts and financial expectations so that we may provide them with their own customized roadmap for success.

the American dreamIf you have thought about whether wealth management is right for you, consider these questions:

How diverse are your needs and wants?
Do you care about strategic asset allocation?
Are you interested in closely managing your income and expenses to ensure financial stability for your family in the future?

If you answered yes to one or more of the questions above, it’s time to meet with a wealth manager from Capstone Investment Financial Group to determine what investment strategies are right for your future.

Our multi-step approach to wealth management involves combining your current financial plan, including stock market activity and worth, with your existing retirement plan to give us an overall idea of your portfolio’s volatility and routes for investing wisely.

Integrating Services for a Stronger Portfolio

Wealth management combines asset management, portfolio management, real estate planning, tax planning, and financial planning to provide you with all the services needed to not only manage your money, but increase your profitability as well. The services we provide at Capstone Investment Financial Group work in harmony to help increase your net worth through smart investing and financial planning in all stages in your life.

Each one of our advisors are also highly experienced wealth managers, and we apply a team approach when it comes to helping you manage your investments to inch closer to achieving the financial goals necessary to support yourself and your loved ones now and later in life.

Protecting Your Wealth for a Comfortable Retirement

Our team is here to guide you and help you apply the tools needed to maintain and grow your wealth for years to come. Our goal is to build your portfolio by making smart investments that help to maximize your potential revenue, while keeping your level of risk within an acceptable framework. We believe the stronger your portfolio is in your current working years, the more achievable preserving wealth in retirement will become.

Of course, in order to reach retirement, you first must create a path to successfully get there. To help you do this, our advisors pay careful attention to your portfolio to eliminate any unnecessary financial risks that may stand in your way.

Part of our approach to successful wealth management includes examining your tax history to help identify possible tax reductions and deferral techniques. We also closely review company retirement plans, including individual, IRA, Roth IRA, and 401(k) rollover accounts for opportunities to increase wealth in existing areas. We are active in the area of estate planning, and we address details outlined in your estate planning so that your assets are protected and your legacy is left with the ones you love most.

As you age, your financial and personal goals often shift. Our advisors value your changing wishes as you navigate through the various stages of life, and are here to help you make wise decisions that benefit all areas contributing to your wealth.

Unfolding The Roadmap for Financial Success

As an investment management firm, our financial services are specialized. However, our investors are varied in terms of what they want and how they’re willing to achieve it. Our clients all possess various wealth vehicles and define financial stability differently. That is why we get to know each of our clients and establish an understanding of their objectives before recommending any services or products that may be beneficial in building their portfolio.

Once we have recognized your objectives and developed a working relationship, we create an exclusive step-by-step plan that is customized to fit not only your financial goals, but your life goals as well. By designing a systematic plan of action, we are able to plot out financial checkpoints to help you achieve every big and small goal necessary to getting you to where you want to be.

Our range of services are highly customizable in order to satisfy your specific needs. Whether you are looking to send your children through college without hitting any financial speed bumps, or want a detailed expense report to follow as you head into retirement, our advisors can help create a plan that meets all of your needs, both big and small, to protect you against loss and increase the worth of your portfolio.

Avoid Economic Setbacks with Capstone Investment

We understand risk is inevitable in the stock market. That’s why we take extra caution when selecting investments to benefit your portfolio. From advanced stock option planning strategies to multi-generational success planning, our wealth management program is designed to support the financial needs of clients in every stage of life. We work to continually increase the net worth of our clients by strengthening and managing portfolios and making wise investments as the opportunities present themselves.

Through portfolio management, asset protection, risk management, and retirement planning, investors can feel confident their wealth is being monitored with the goal of growth and security at the forefront. Our wealth managers are here to help cultivate your portfolio and assist you in developing and accomplishing your financial and personal goals. Contact us today to get a head start on successfully managing your wealth.


Our Services include Financial PlanningRetirement PlanningInvestment ManagementRisk Management & Wealth Management in and around Colorado Springs, CO.

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