We Are Fiduciaries!
At Capstone, all advisors and employees are required to act as Fiduciaries and make recommendations based on the client’s best interest. We go a step further and advise on what we would do personally given the same set of circumstances.
Holistic Financial Planning
By Ryan Turbyfill, MBA Financial Advisor Holistic financial planning considers your personal, financial, and lifestyle goals to develop a comprehensive plan for all your financial needs. While we take our responsibility and the trust you have placed in us to manage...
ESG Investing…Social Aspect…Human Rights Abuse
Investors are taking an active role in promoting human rights across the globe and holding the big corporations accountable when they fail to respect them.
Colorado Secure Savings Program
What is it: Colorado General Assembly passed a law requiring certain employers to have a retirement plan in place or use the Colorado Secure Savings Program. Who: Colorado employers with 5 employees or more. Those with current 401k or other qualified savings plans...