Fiduciary, fee-only financial planning and investing with a focus on making a long-term positive impact on your personal finances and life.

Your local resource for expert financial guidance and support. Capstone built our reputation on friendly service, impeccable honesty, and respect for every client. Our clients’ needs drive our relationship, and the focus is always on you. We are local, highly responsive to your requests and skilled at creating solutions customized to your goals, values, and situation.

Colorado Springs & Denver’s Trusted Investment Advisors

We are trusted stewards and advocates for

all aspects of our clients’ financial lives.

SPECIALIZING IN:

Retirement Planning And “Restylement”

Investment
Management

Environmental, Social,
and Governance (ESG)
Investing

Colorado PERA

Divorce,
Changing Family,
Female Investor

Financial Planning for
Business Owners

Other Services Include:

Financial planning & management, risk management, wealth management, social security planning, tax planning, cash-flow management, and education and referrals.

LATEST POSTS

Market Volatility…It’s Back

How will a government shutdown impact the market? Volatility comes with the territory but it’s always good to be prepared and proactive. Now is a good time to see if your risk level is aligned with your long-term goals and how it matches your financial plan.

Sustainable Financial Planning Social Hour

October 19 | 6:30 -8:00 PM MTThe financial planning process helps you understand where you are today and create a roadmap to get you where you want to be. A good plan is personalized to you–whether you’re saving for a single goal, like retirement, or need...

Impactful Investing with ESG (Environmental, Social, Governance)

As we come off of the hottest summer on record, it’s past time to consider our role in improving and protecting our delicate environment. Of course, there are the obvious steps that can be taken...pollute less, recycle more, things that we, as individuals, can do to...