Capstone Wealth Partners

We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Our financial planners work closely with you and your family to craft an integrated college, retirement, and investment plan. CWP is an independent fee-only Registered Investment Adviser (RIA). We are only compensated in one way – directly by our clients. In order to avoid conflicts of interest, we accept no commissions and work strictly within in a fee-for-service model.