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.

WHAT OUR CLIENTS ARE SAYING

“We have been satisfied clients of Capstone since 2005. The financial professionals at Capstone have carefully guided our investments through market fluctuations with integrity and financial acumen. We have always appreciated their sound financial expertise and wise counsel. The staff at Capstone build relationships – always responsive to our needs, questions, and life transitions. We trust them implicitly and are grateful for their mindful guidance, especially in recent tumultuous times. We entered retirement with peace of mind knowing that our financial future is in their competent hands.”

– Steve and Tena (retired business owner and teacher)

This testimonial was provided by a current client. There was no cash or non-cash compensation provided for this comment. There are no known conflicts of interest on the part of the clients who provided this testimonial.

End of Year Financial Moves

As we near the end of 2023, there may be a few financial moves still to make. From maximizing tax-advantaged savings accounts to donating to charity, there are strategic moves to consider before year-end.

Restylement: Crafting a New Chapter in Life

Restylement represents a shift from simply stepping out of the workforce after a certain age to intentionally crafting a new chapter in one’s life that aligns with personal well-being, passions, and purpose. It’s not just a phase of life; it’s a lifestyle choice.

Impactful Investing with ESG (Environmental, Social, Governance)

As investors we can actively participate in promoting sustainability. Not only can we improve our environment, but we can take part in improving safe working conditions, fair pay, promoting education, and helping those in need.